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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 | $181,062-72.3% | $158,223-68.3% | $155,188-67.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 8.05% | 57.39%-49.3pp | 52.09%-44.0pp | 148.84%-140.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,881 | $6,134-4.1% | $5,467+7.6% | $6,531-10.0% |
| Admin fee / account holder | $3,764 | $18,825-80.0% | $16,047-76.5% | $14,480-74.0% |