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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 | $160,312 | $81,476+96.8% | $102,383+56.6% | $80,925+98.1% |
| Participation rate | 42.1% | 66.8%-24.7pp | 74.5%-32.4pp | 67.7%-25.6pp |
| Annual return | 7.60% | 25.59%-18.0pp | 24.94%-17.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,982 | $3,871+2.9% | $5,060-21.3% | $4,299-7.4% |
| Admin fee / account holder | $3,943 | $6,717-41.3% | $8,391-53.0% | $6,940-43.2% |