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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 | $216,585 | $199,109+8.8% | $173,730+24.7% | $154,746+40.0% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.6%-42.1pp | 80.7%-43.2pp |
| Annual return | 6.15% | 20.02%-13.9pp | 19.96%-13.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,237 | $7,113-54.5% | $6,326-48.8% | $6,730-51.9% |
| Admin fee / account holder | $14,342 | $20,916-31.4% | $17,523-18.2% | $14,365-0.2% |