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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 | $174,458 | $154,228+13.1% | $145,433+20.0% | $137,256+27.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 4.11% | 74.59%-70.5pp | 66.58%-62.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $385 | $4,804-92.0% | $4,554-91.6% | $4,156-90.7% |
| Participant deferral / active EE | $9,037 | $8,216+10.0% | $7,897+14.4% | $6,407+41.1% |
| Admin fee / account holder | $352,753 | $14,344+2359.3% | $13,129+2586.8% | $12,270+2774.9% |