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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 | $215,165 | $154,228+39.5% | $145,433+47.9% | $137,256+56.8% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.8pp | 80.0%-32.6pp |
| Annual return | 11.11% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $720 | $4,804-85.0% | $4,554-84.2% | $4,156-82.7% |
| Participant deferral / active EE | $5,205 | $8,216-36.7% | $7,897-34.1% | $6,407-18.8% |
| Admin fee / account holder | $1,063 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |