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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 | $205,113 | $127,387+61.0% | $115,038+78.3% | $125,389+63.6% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.38% | 31.28%-35.7pp | 26.14%-30.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,767 | $6,423+36.5% | $6,026+45.5% | $5,352+63.8% |
| Admin fee / account holder | $4,131 | $9,516-56.6% | $8,175-49.5% | $9,541-56.7% |