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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 | $165,880 | $148,582+11.6% | $135,942+22.0% | $139,456+18.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.76% | 79.26%-68.5pp | 68.28%-57.5pp | 373.45%-362.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,705 | $8,101-41.9% | $7,759-39.4% | $6,711-29.9% |
| Admin fee / account holder | $59,914 | $12,402+383.1% | $10,764+456.6% | $11,407+425.2% |