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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 | $215,464 | $73,955+191.3% | $96,520+123.2% | $75,181+186.6% |
| Participation rate | 55.6% | 66.4%-10.9pp | 74.3%-18.8pp | 67.2%-11.6pp |
| Annual return | 12.68% | 26.72%-14.0pp | 35.72%-23.0pp | 160.69%-148.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,492 | $3,659+159.4% | $4,879+94.6% | $4,126+130.1% |
| Admin fee / account holder | $9,489 | $5,217+81.9% | $6,733+40.9% | $5,650+68.0% |