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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 | $183,516+27.2% | $155,534+50.1% | $145,884+60.0% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 6.94% | 61.43%-54.5pp | 64.92%-58.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $950 | $5,315-82.1% | $4,675-79.7% | $4,662-79.6% |
| Participant deferral / active EE | $3,528 | $6,467-45.4% | $5,630-37.3% | $6,690-47.3% |
| Admin fee / account holder | $1,013 | $19,293-94.7% | $15,900-93.6% | $13,392-92.4% |