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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 | $150,435 | $199,109-24.4% | $173,730-13.4% | $154,746-2.8% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 7.32% | 20.02%-12.7pp | 19.96%-12.6pp | 172.34%-165.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,081 | $7,113-42.6% | $6,326-35.5% | $6,730-39.4% |
| Admin fee / account holder | $7,495 | $20,916-64.2% | $17,523-57.2% | $14,365-47.8% |