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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 | $176,025 | $127,387+38.2% | $115,038+53.0% | $125,389+40.4% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -4.43% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,050 | $6,423-5.8% | $6,026+0.4% | $5,352+13.0% |
| Admin fee / account holder | $978 | $9,516-89.7% | $8,175-88.0% | $9,541-89.8% |