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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 | $226,684 | $209,336+8.3% | $197,124+15.0% | $137,256+65.2% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 8.52% | 48.09%-39.6pp | 44.34%-35.8pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,326 | $6,591-79.9% | $6,227-78.7% | $4,156-68.1% |
| Participant deferral / active EE | $8,523 | $9,614-11.4% | $9,135-6.7% | $6,407+33.0% |
| Admin fee / account holder | $110,434 | $17,308+538.1% | $16,298+577.6% | $12,270+800.0% |