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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 | $164,277 | $56,544+190.5% | $75,501+117.6% | $70,126+134.3% |
| Participation rate | 49.1% | 68.1%-19.0pp | 72.4%-23.2pp | 69.5%-20.4pp |
| Annual return | 8.19% | 23.59%-15.4pp | 27.35%-19.2pp | 73.15%-65.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,789 | $2,580+85.6% | $3,142+52.4% | $3,332+43.7% |
| Admin fee / account holder | $5,167 | $3,827+35.0% | $5,801-10.9% | $4,645+11.2% |