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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 | $166,117 | $178,174-6.8% | $156,181+6.4% | $137,256+21.0% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.8%-17.3pp | 80.0%-18.4pp |
| Annual return | 8.08% | 84.19%-76.1pp | 64.87%-56.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,670 | $6,888-32.2% | $6,132-23.8% | $6,407-27.1% |
| Admin fee / account holder | $27,764 | $17,404+59.5% | $14,586+90.3% | $12,270+126.3% |