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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 | $230,346 | $212,386+8.5% | $199,883+15.2% | $138,895+65.8% |
| Participation rate | 42.9% | 87.4%-44.5pp | 86.8%-43.9pp | 79.9%-37.1pp |
| Annual return | 7.86% | 47.75%-39.9pp | 43.81%-36.0pp | 145.39%-137.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,619 | $9,617-62.4% | $9,138-60.4% | $6,396-43.4% |
| Admin fee / account holder | $97,413 | $18,233+434.3% | $17,268+464.1% | $12,562+675.4% |