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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 | $211,844 | $174,379+21.5% | $152,093+39.3% | $138,895+52.5% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 10.36% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,213 | $6,159+49.6% | $5,451+69.0% | $6,396+44.0% |
| Admin fee / account holder | $366 | $16,880-97.8% | $14,497-97.5% | $12,562-97.1% |