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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 | $150,963 | $162,136-6.9% | $152,301-0.9% | $154,746-2.4% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 7.68% | 91.02%-83.3pp | 80.50%-72.8pp | 172.34%-164.7pp |
| Employer contribution / active EE | $274 | $4,890-94.4% | $4,624-94.1% | $4,379-93.8% |
| Participant deferral / active EE | $2,873 | $8,341-65.6% | $8,004-64.1% | $6,730-57.3% |
| Admin fee / account holder | $4,904 | $15,759-68.9% | $14,398-65.9% | $14,365-65.9% |