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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 | $114,597 | $105,160+9.0% | $94,679+21.0% | $139,456-17.8% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 11.58% | 38.04%-26.5pp | 156.75%-145.2pp | 373.45%-361.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,381 | $7,599-2.9% | $7,417-0.5% | $6,711+10.0% |
| Admin fee / account holder | $1,231 | $8,988-86.3% | $7,233-83.0% | $11,407-89.2% |