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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 | $146,238 | $73,940+97.8% | $96,496+51.5% | $75,173+94.5% |
| Participation rate | 58.1% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.1pp |
| Annual return | 13.14% | 26.71%-13.6pp | 35.70%-22.6pp | 160.65%-147.5pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $3,738-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,137 | $3,659+67.7% | $4,879+25.8% | $4,126+48.8% |
| Admin fee / account holder | $2,347 | $5,216-55.0% | $6,731-65.1% | $5,651-58.5% |