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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 | $169,976 | $100,970+68.3% | $96,576+76.0% | $137,256+23.8% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 11.42% | 38.16%-26.7pp | 38.47%-27.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,302 | $8,286-23.9% | $7,956-20.8% | $6,407-1.6% |
| Admin fee / account holder | $44,394 | $11,312+292.5% | $11,381+290.1% | $12,270+261.8% |