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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 | $174,379+9.2% | $152,093+25.2% | $138,895+37.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 10.18% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,254 | $6,159+17.8% | $5,451+33.1% | $6,396+13.4% |
| Admin fee / account holder | $25,384 | $16,880+50.4% | $14,497+75.1% | $12,562+102.1% |