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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 | $184,191 | $99,994+84.2% | $146,643+25.6% | $85,847+114.6% |
| Participation rate | 60.8% | 73.1%-12.3pp | 80.1%-19.3pp | 69.3%-8.5pp |
| Annual return | 9.36% | 18.93%-9.6pp | 22.75%-13.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,416 | $4,006-14.7% | $5,506-38.0% | $3,952-13.6% |
| Admin fee / account holder | $5,481 | $7,703-28.8% | $10,280-46.7% | $6,261-12.4% |