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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 | $192,391 | $58,627+228.2% | $76,735+150.7% | $82,448+133.3% |
| Participation rate | 60.6% | 63.2%-2.6pp | 69.5%-8.9pp | 68.1%-7.5pp |
| Annual return | 12.49% | 39.10%-26.6pp | 29.77%-17.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,717 | $3,134+18.6% | $4,088-9.1% | $4,139-10.2% |
| Admin fee / account holder | $7,253 | $5,323+36.3% | $7,189+0.9% | $7,234+0.3% |