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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 | $149,856 | $223,823-33.0% | $211,142-29.0% | $154,746-3.2% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 10.18% | 50.39%-40.2pp | 46.84%-36.7pp | 172.34%-162.2pp |
| Employer contribution / active EE | $533 | $6,787-92.1% | $6,442-91.7% | $4,379-87.8% |
| Participant deferral / active EE | $4,697 | $9,750-51.8% | $9,284-49.4% | $6,730-30.2% |
| Admin fee / account holder | $7,354 | $19,707-62.7% | $19,076-61.4% | $14,365-48.8% |