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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 | $166,028 | $81,487+103.7% | $102,412+62.1% | $80,935+105.1% |
| Participation rate | 56.3% | 66.8%-10.6pp | 74.5%-18.3pp | 67.7%-11.4pp |
| Annual return | 10.24% | 25.60%-15.4pp | 24.94%-14.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,989 | $3,871+54.7% | $5,060+18.4% | $4,299+39.3% |
| Admin fee / account holder | $11,024 | $6,717+64.1% | $8,388+31.4% | $6,924+59.2% |