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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 | $69,444+150.6% | $92,985+87.1% | $87,485+98.9% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.9%-8.9pp |
| Annual return | 11.15% | 23.85%-12.7pp | 27.99%-16.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,280 | $3,364+27.2% | $4,377-2.2% | $4,274+0.1% |
| Admin fee / account holder | $121,604 | $6,137+1881.4% | $9,463+1185.0% | $7,775+1464.1% |