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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 | $206,706 | $77,638+166.2% | $156,551+32.0% | $62,881+228.7% |
| Participation rate | 64.3% | 71.2%-6.9pp | 84.0%-19.7pp | 69.3%-5.0pp |
| Annual return | 4.53% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,045 | $3,046+65.7% | $4,871+3.6% | $3,203+57.5% |
| Admin fee / account holder | $11,845 | $5,561+113.0% | $13,028-9.1% | $4,296+175.8% |