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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 | $216,588 | $139,421+55.3% | $239,577-9.6% | $116,462+86.0% |
| Participation rate | 35.9% | 75.0%-39.1pp | 82.1%-46.2pp | 74.7%-38.8pp |
| Annual return | 10.38% | 15.58%-5.2pp | -0.70%+11.1pp | 15.65%-5.3pp |
| Employer contribution / active EE | $0 | $4,487-100.0% | $7,232-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $6,242 | $4,296+45.3% | $5,676+10.0% | $3,836+62.7% |
| Admin fee / account holder | $19,308 | $21,515-10.3% | $19,3150% | $12,754+51.4% |