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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 | $154,040 | $212,386-27.5% | $199,883-22.9% | $138,895+10.9% |
| Participation rate | 42.9% | 87.4%-44.5pp | 86.8%-43.9pp | 79.9%-37.1pp |
| Annual return | 8.47% | 47.75%-39.3pp | 43.81%-35.3pp | 145.39%-136.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,834 | $9,617-49.7% | $9,138-47.1% | $6,396-24.4% |
| Admin fee / account holder | $7,363 | $18,233-59.6% | $17,268-57.4% | $12,562-41.4% |