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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 | $189,555 | $172,111+10.1% | $150,298+26.1% | $137,256+38.1% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 11.13% | 69.37%-58.2pp | 62.79%-51.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,795 | $6,166-38.5% | $5,453-30.4% | $6,407-40.8% |
| Admin fee / account holder | $106,210 | $16,471+544.8% | $14,116+652.4% | $12,270+765.6% |