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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 | $141,299 | $124,314+13.7% | $109,163+29.4% | $167,518-15.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 7.68% | 26.04%-18.4pp | 25.75%-18.1pp | 478.71%-471.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,914 | $5,256-44.6% | $4,654-37.4% | $6,342-54.0% |
| Admin fee / account holder | $2,103 | $7,973-73.6% | $6,754-68.9% | $12,312-82.9% |