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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 | $167,234 | $184,014-9.1% | $161,149+3.8% | $138,895+20.4% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.8%-23.3pp | 79.9%-24.4pp |
| Annual return | 9.72% | 21.52%-11.8pp | 21.16%-11.4pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,500 | $6,909-49.3% | $6,153-43.1% | $6,396-45.3% |
| Admin fee / account holder | $10,020 | $18,027-44.4% | $15,194-34.1% | $12,562-20.2% |