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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 | $246,156 | $209,425+17.5% | $178,499+37.9% | $158,966+54.8% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 0.95% | 188.80%-187.8pp | 151.10%-150.2pp | 302.95%-302.0pp |
| Employer contribution / active EE | $620 | $5,707-89.1% | $5,011-87.6% | $4,762-87.0% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $6,540 | $17,078-61.7% | $13,986-53.2% | $11,250-41.9% |