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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,454 | $114,119-28.6% | $107,187-24.0% | $138,895-41.4% |
| Participation rate | 23.5% | 78.1%-54.5pp | 75.0%-51.5pp | 79.9%-56.4pp |
| Annual return | 9.36% | 273.21%-263.9pp | 204.55%-195.2pp | 145.39%-136.0pp |
| Employer contribution / active EE | $378 | $4,059-90.7% | $3,782-90.0% | $4,194-91.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,505 | $10,024-35.1% | $9,162-29.0% | $12,562-48.2% |