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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 | $162,151 | $94,031+72.4% | $115,768+40.1% | $82,448+96.7% |
| Participation rate | 63.3% | 70.4%-7.1pp | 74.4%-11.1pp | 68.1%-4.7pp |
| Annual return | 11.55% | 20.61%-9.1pp | 100.46%-88.9pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,209 | $3,972+31.1% | $4,917+5.9% | $4,139+25.8% |
| Admin fee / account holder | $1,945 | $10,249-81.0% | $12,439-84.4% | $7,234-73.1% |