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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 | $177,035 | $183,592-3.6% | $155,574+13.8% | $145,877+21.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.69% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $719 | $5,317-86.5% | $4,676-84.6% | $4,663-84.6% |
| Participant deferral / active EE | $2,800 | $6,466-56.7% | $5,629-50.3% | $6,691-58.1% |
| Admin fee / account holder | $31,081 | $19,316+60.9% | $15,914+95.3% | $13,402+131.9% |