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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 | $209,639 | $111,535+88.0% | $105,223+99.2% | $137,256+52.7% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 7.75% | 237.85%-230.1pp | 180.65%-172.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,679 | $5,500-51.3% | $5,072-47.2% | $6,407-58.2% |
| Admin fee / account holder | $7,283 | $9,721-25.1% | $8,859-17.8% | $12,270-40.6% |