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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 | $204,263 | $154,228+32.4% | $145,433+40.5% | $137,256+48.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.97% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $601 | $4,804-87.5% | $4,554-86.8% | $4,156-85.5% |
| Participant deferral / active EE | $7,261 | $8,216-11.6% | $7,897-8.1% | $6,407+13.3% |
| Admin fee / account holder | $57,774 | $14,344+302.8% | $13,129+340.0% | $12,270+370.8% |