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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 | $152,425 | $111,535+36.7% | $105,223+44.9% | $137,256+11.1% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 10.49% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,111 | $5,500-25.3% | $5,072-18.9% | $6,407-35.8% |
| Admin fee / account holder | $31,655 | $9,721+225.6% | $8,859+257.3% | $12,270+158.0% |