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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 | $191,065 | $106,749+79.0% | $145,433+31.4% | $82,448+131.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 12.83% | 27.59%-14.8pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,609 | $6,519-29.3% | $7,897-41.6% | $4,139+11.4% |
| Admin fee / account holder | $5,920 | $8,390-29.4% | $13,129-54.9% | $7,234-18.2% |