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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 | $217,257 | $106,749+103.5% | $145,433+49.4% | $82,448+163.5% |
| Participation rate | 57.1% | 75.6%-18.5pp | 82.1%-25.0pp | 68.1%-10.9pp |
| Annual return | 9.84% | 27.59%-17.7pp | 66.58%-56.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,600 | $6,519+16.6% | $7,897-3.8% | $4,139+83.6% |
| Admin fee / account holder | $15,841 | $8,390+88.8% | $13,129+20.7% | $7,234+119.0% |