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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 | $162,136+34.4% | $152,301+43.1% | $154,746+40.8% |
| Participation rate | 46.2% | 84.1%-38.0pp | 82.4%-36.3pp | 80.7%-34.5pp |
| Annual return | 9.86% | 91.02%-81.2pp | 80.50%-70.6pp | 172.34%-162.5pp |
| Employer contribution / active EE | $583 | $4,890-88.1% | $4,624-87.4% | $4,379-86.7% |
| Participant deferral / active EE | $3,701 | $8,341-55.6% | $8,004-53.8% | $6,730-45.0% |
| Admin fee / account holder | $169,931 | $15,759+978.3% | $14,398+1080.3% | $14,365+1082.9% |