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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 | $145,736 | $136,860+6.5% | $120,344+21.1% | $154,746-5.8% |
| Participation rate | 30.4% | 79.9%-49.5pp | 76.7%-46.3pp | 80.7%-50.3pp |
| Annual return | 1.91% | 21.38%-19.5pp | 20.30%-18.4pp | 172.34%-170.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,218 | $5,793-44.4% | $5,135-37.3% | $6,730-52.2% |
| Admin fee / account holder | $3,209 | $15,393-79.2% | $12,742-74.8% | $14,365-77.7% |