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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 | $216,289 | $178,174+21.4% | $156,181+38.5% | $137,256+57.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 8.20% | 84.19%-76.0pp | 64.87%-56.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,538 | $6,888-19.6% | $6,132-9.7% | $6,407-13.6% |
| Admin fee / account holder | $8,165 | $17,404-53.1% | $14,586-44.0% | $12,270-33.5% |