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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 | $164,970 | $86,294+91.2% | $111,303+48.2% | $85,856+92.1% |
| Participation rate | 52.0% | 73.3%-21.3pp | 77.3%-25.3pp | 69.3%-17.3pp |
| Annual return | 10.65% | 19.99%-9.3pp | 54.66%-44.0pp | 318.58%-307.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,803 | $3,641+31.9% | $4,487+7.0% | $3,952+21.5% |
| Admin fee / account holder | $5,310 | $8,189-35.2% | $7,966-33.3% | $6,261-15.2% |