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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 | $145,013 | $93,598+54.9% | $135,974+6.6% | $75,173+92.9% |
| Participation rate | 67.1% | 75.2%-8.1pp | 81.9%-14.8pp | 67.2%-0.1pp |
| Annual return | 10.39% | 30.89%-20.5pp | 68.30%-57.9pp | 160.72%-150.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,353 | $6,405+30.4% | $7,760+7.6% | $4,126+102.4% |
| Admin fee / account holder | $804 | $6,978-88.5% | $10,767-92.5% | $5,651-85.8% |