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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 | $174,348 | $99,875+74.6% | $146,866+18.7% | $86,983+100.4% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.5%-10.3pp |
| Annual return | 10.77% | 28.10%-17.3pp | 102.85%-92.1pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,669 | $6,322-10.3% | $7,759-26.9% | $4,194+35.2% |
| Admin fee / account holder | $14,354 | $7,838+83.1% | $13,620+5.4% | $7,856+82.7% |