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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 | $181,610 | $117,846+54.1% | $102,434+77.3% | $145,884+24.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 5.74% | 31.90%-26.2pp | 29.46%-23.7pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,335 | $5,733+27.9% | $5,055+45.1% | $6,690+9.6% |
| Admin fee / account holder | $170,206 | $13,356+1174.4% | $9,462+1698.8% | $13,392+1171.0% |