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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 | $64,174 | $162,136-60.4% | $152,301-57.9% | $154,746-58.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 3.44% | 91.02%-87.6pp | 80.50%-77.1pp | 172.34%-168.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,375 | $8,341+0.4% | $8,004+4.6% | $6,730+24.4% |
| Admin fee / account holder | $1,500 | $15,759-90.5% | $14,398-89.6% | $14,365-89.6% |