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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 | $190,447 | $172,111+10.7% | $150,298+26.7% | $137,256+38.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 10.18% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,254 | $6,166+17.6% | $5,453+33.0% | $6,407+13.2% |
| Admin fee / account holder | $25,384 | $16,471+54.1% | $14,116+79.8% | $12,270+106.9% |