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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 | $87,103 | $162,136-46.3% | $152,301-42.8% | $154,746-43.7% |
| Participation rate | 46.2% | 84.1%-38.0pp | 82.4%-36.3pp | 80.7%-34.5pp |
| Annual return | 10.61% | 91.02%-80.4pp | 80.50%-69.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,949 | $8,341+67.2% | $8,004+74.3% | $6,730+107.3% |
| Admin fee / account holder | $44,845 | $15,759+184.6% | $14,398+211.5% | $14,365+212.2% |