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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 | $160,712 | $88,360+81.9% | $145,433+10.5% | $67,986+136.4% |
| Participation rate | 61.3% | 65.5%-4.2pp | 82.1%-20.8pp | 57.2%+4.1pp |
| Annual return | 14.40% | 63.15%-48.8pp | 66.58%-52.2pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,392 | $5,932+41.5% | $7,897+6.3% | $3,358+149.9% |
| Admin fee / account holder | $16,288 | $3,313+391.6% | $13,129+24.1% | $3,203+408.5% |