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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 | $217,897 | $154,228+41.3% | $145,433+49.8% | $137,256+58.8% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 9.86% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $583 | $4,804-87.9% | $4,554-87.2% | $4,156-86.0% |
| Participant deferral / active EE | $3,701 | $8,216-55.0% | $7,897-53.1% | $6,407-42.2% |
| Admin fee / account holder | $169,931 | $14,344+1084.7% | $13,129+1194.3% | $12,270+1284.9% |