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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 | $111,141 | $174,379-36.3% | $152,093-26.9% | $138,895-20.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 7.27% | 74.86%-67.6pp | 66.36%-59.1pp | 145.39%-138.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,513 | $6,159-59.2% | $5,451-53.9% | $6,396-60.7% |
| Admin fee / account holder | $62,294 | $16,880+269.0% | $14,497+329.7% | $12,562+395.9% |