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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 | $189,473 | $162,812+16.4% | $133,971+41.4% | $158,966+19.2% |
| Participation rate | 45.5% | 83.2%-37.8pp | 79.8%-34.4pp | 82.0%-36.5pp |
| Annual return | 2.32% | 41.94%-39.6pp | 45.09%-42.8pp | 302.95%-300.6pp |
| Employer contribution / active EE | $637 | $4,976-87.2% | $3,919-83.7% | $4,762-86.6% |
| Participant deferral / active EE | $3,383 | $5,910-42.8% | $5,047-33.0% | $5,983-43.5% |
| Admin fee / account holder | $1,124 | $11,741-90.4% | $8,929-87.4% | $11,250-90.0% |