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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 | $184,014+17.5% | $161,149+34.2% | $138,895+55.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 8.20% | 21.52%-13.3pp | 21.16%-13.0pp | 145.39%-137.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,538 | $6,909-19.8% | $6,153-10.0% | $6,396-13.4% |
| Admin fee / account holder | $8,165 | $18,027-54.7% | $15,194-46.3% | $12,562-35.0% |