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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 | $89,133 | $114,119-21.9% | $107,187-16.8% | $138,895-35.8% |
| Participation rate | 34.8% | 78.1%-43.3pp | 75.0%-40.2pp | 79.9%-45.1pp |
| Annual return | 11.12% | 273.21%-262.1pp | 204.55%-193.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $484 | $4,059-88.1% | $3,782-87.2% | $4,194-88.5% |
| Participant deferral / active EE | $1,597 | $5,538-71.2% | $5,096-68.7% | $6,396-75.0% |
| Admin fee / account holder | $6,320 | $10,024-37.0% | $9,162-31.0% | $12,562-49.7% |