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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 | $172,141 | $175,231-1.8% | $149,696+15.0% | $139,466+23.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 5.67% | 166.77%-161.1pp | 134.46%-128.8pp | 373.66%-368.0pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,876 | $6,521-40.6% | $5,682-31.8% | $6,712-42.3% |
| Admin fee / account holder | $27,828 | $16,155+72.3% | $13,212+110.6% | $11,409+143.9% |