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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 | $178,174+21.6% | $156,181+38.7% | $137,256+57.8% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 6.15% | 84.19%-78.0pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,237 | $6,888-53.0% | $6,132-47.2% | $6,407-49.5% |
| Admin fee / account holder | $14,342 | $17,404-17.6% | $14,586-1.7% | $12,270+16.9% |