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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 | $161,052 | $154,228+4.4% | $145,433+10.7% | $137,256+17.3% |
| Participation rate | 26.1% | 83.8%-57.7pp | 82.1%-56.0pp | 80.0%-53.9pp |
| Annual return | 12.05% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,334 | $8,216-10.7% | $7,897-7.1% | $6,407+14.5% |
| Admin fee / account holder | $72,729 | $14,344+407.1% | $13,129+454.0% | $12,270+492.7% |