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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 | $174,798 | $110,337+58.4% | $102,383+70.7% | $145,877+19.8% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 8.17% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,272 | $5,621-41.8% | $5,060-35.3% | $6,691-51.1% |
| Admin fee / account holder | $9,418 | $9,750-3.4% | $8,391+12.2% | $13,402-29.7% |