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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 | $33,115 | $199,109-83.4% | $173,730-80.9% | $154,746-78.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 3.71% | 20.02%-16.3pp | 19.96%-16.3pp | 172.34%-168.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,004 | $7,113+12.5% | $6,326+26.5% | $6,730+18.9% |
| Admin fee / account holder | $65,596 | $20,916+213.6% | $17,523+274.3% | $14,365+356.6% |