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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 | $59,440+192.7% | $78,004+123.1% | $82,637+110.6% |
| Participation rate | 60.0% | 62.8%-2.8pp | 69.4%-9.4pp | 68.1%-8.1pp |
| Annual return | 11.15% | 40.24%-29.1pp | 31.07%-19.9pp | 53.51%-42.4pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,280 | $3,138+36.4% | $4,092+4.6% | $4,126+3.7% |
| Admin fee / account holder | $121,604 | $5,504+2109.3% | $7,578+1504.7% | $7,339+1557.0% |