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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 | $135,368 | $178,174-24.0% | $156,181-13.3% | $137,256-1.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 9.42% | 84.19%-74.8pp | 64.87%-55.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,582 | $6,888-62.5% | $6,132-57.9% | $6,407-59.7% |
| Admin fee / account holder | $35,998 | $17,404+106.8% | $14,586+146.8% | $12,270+193.4% |