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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 | $110,226 | $67,602+63.1% | $82,312+33.9% | $70,126+57.2% |
| Participation rate | 69.4% | 72.8%-3.3pp | 76.9%-7.4pp | 69.5%-0.1pp |
| Annual return | 9.68% | 21.57%-11.9pp | 25.88%-16.2pp | 73.15%-63.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,176 | $2,987+6.3% | $3,706-14.3% | $3,332-4.7% |
| Admin fee / account holder | $4,664 | $4,512+3.4% | $5,608-16.8% | $4,645+0.4% |