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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 | $219,595 | $166,268+32.1% | $165,100+33.0% | $145,897+50.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 8.63% | 100.52%-91.9pp | 70.21%-61.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $969 | $5,284-81.7% | $4,348-77.7% | $4,663-79.2% |
| Participant deferral / active EE | $4,377 | $6,964-37.2% | $6,035-27.5% | $6,689-34.6% |
| Admin fee / account holder | $9,760 | $16,659-41.4% | $12,696-23.1% | $13,390-27.1% |