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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 | $167,086 | $140,592+18.8% | $123,105+35.7% | $125,389+33.3% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -3.68% | 16.80%-20.5pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,229+92.6% | $5,352+124.2% |
| Admin fee / account holder | $2,439 | $11,198-78.2% | $9,014-72.9% | $9,541-74.4% |