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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 | $233,452 | $183,592+27.2% | $155,567+50.1% | $145,959+59.9% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 6.94% | 61.24%-54.3pp | 64.74%-57.8pp | 561.95%-555.0pp |
| Employer contribution / active EE | $950 | $5,315-82.1% | $4,674-79.7% | $4,661-79.6% |
| Participant deferral / active EE | $3,528 | $6,464-45.4% | $5,628-37.3% | $6,689-47.3% |
| Admin fee / account holder | $1,013 | $19,318-94.8% | $15,916-93.6% | $13,398-92.4% |