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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 | $158,906 | $178,174-10.8% | $156,181+1.7% | $137,256+15.8% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.8%-58.8pp | 80.0%-60.0pp |
| Annual return | 8.15% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $960 | $4,972-80.7% | $4,294-77.6% | $4,156-76.9% |
| Participant deferral / active EE | $4,700 | $6,888-31.8% | $6,132-23.4% | $6,407-26.6% |
| Admin fee / account holder | $3,484 | $17,404-80.0% | $14,586-76.1% | $12,270-71.6% |