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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 | $234,842 | $148,629+58.0% | $135,982+72.7% | $139,487+68.4% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 11.51% | 79.33%-67.8pp | 68.32%-56.8pp | 373.84%-362.3pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,337 | $8,102-34.1% | $7,760-31.2% | $6,713-20.5% |
| Admin fee / account holder | $6,095 | $12,406-50.9% | $10,767-43.4% | $11,407-46.6% |