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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 | $173,998 | $58,627+196.8% | $76,735+126.8% | $82,448+111.0% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 11.15% | 39.10%-28.0pp | 29.77%-18.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,280 | $3,134+36.6% | $4,088+4.7% | $4,139+3.4% |
| Admin fee / account holder | $121,604 | $5,323+2184.7% | $7,189+1591.5% | $7,234+1580.9% |