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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 | $241,393 | $201,264+19.9% | $184,185+31.1% | $145,978+65.4% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 7.38% | 29.00%-21.6pp | 28.81%-21.4pp | 550.52%-543.1pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,800 | $9,806-40.9% | $9,132-36.5% | $6,690-13.3% |
| Admin fee / account holder | $366,082 | $16,376+2135.5% | $13,909+2532.0% | $13,400+2631.9% |