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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 | $166,383 | $84,953+95.9% | $163,379+1.8% | $82,637+101.3% |
| Participation rate | 51.1% | 65.9%-14.9pp | 76.8%-25.8pp | 68.1%-17.0pp |
| Annual return | 12.19% | 23.07%-10.9pp | 63.41%-51.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,177 | $4,326+65.9% | $6,282+14.3% | $4,126+73.9% |
| Admin fee / account holder | $5,972 | $7,921-24.6% | $9,818-39.2% | $7,339-18.6% |