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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 | $186,812 | $154,228+21.1% | $145,433+28.5% | $137,256+36.1% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 11.93% | 74.59%-62.7pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $847 | $4,804-82.4% | $4,554-81.4% | $4,156-79.6% |
| Participant deferral / active EE | $8,914 | $8,216+8.5% | $7,897+12.9% | $6,407+39.1% |
| Admin fee / account holder | $49,136 | $14,344+242.6% | $13,129+274.3% | $12,270+300.5% |