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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 | $174,248 | $157,296+10.8% | $141,191+23.4% | $152,897+14.0% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 7.28% | 64.34%-57.1pp | 71.41%-64.1pp | 345.43%-338.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,625 | $7,111-63.1% | $6,710-60.9% | $5,851-55.1% |
| Admin fee / account holder | $16,849 | $12,125+39.0% | $10,264+64.2% | $11,599+45.3% |