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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 | $50,189 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 8.05% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,881 | $6,166-4.6% | $5,453+7.9% | $6,407-8.2% |
| Admin fee / account holder | $3,764 | $16,471-77.1% | $14,116-73.3% | $12,270-69.3% |