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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 | $209,617 | $99,875+109.9% | $146,866+42.7% | $86,983+141.0% |
| Participation rate | 36.8% | 75.8%-39.0pp | 82.5%-45.7pp | 69.5%-32.7pp |
| Annual return | 13.33% | 28.10%-14.8pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,340 | $6,322-47.2% | $7,759-57.0% | $4,194-20.4% |
| Admin fee / account holder | $3,570 | $7,838-54.5% | $13,620-73.8% | $7,856-54.6% |