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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 | $45,996 | $183,627-75.0% | $155,602-70.4% | $145,978-68.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.77% | 61.32%-53.5pp | 64.81%-57.0pp | 550.52%-542.7pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,500 | $6,466-14.9% | $5,629-2.3% | $6,690-17.8% |
| Admin fee / account holder | $938 | $19,327-95.1% | $15,923-94.1% | $13,400-93.0% |