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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 | $227,753 | $157,296+44.8% | $141,191+61.3% | $152,897+49.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 12.49% | 64.34%-51.9pp | 71.41%-58.9pp | 345.43%-332.9pp |
| Employer contribution / active EE | $494 | $5,262-90.6% | $4,736-89.6% | $4,764-89.6% |
| Participant deferral / active EE | $3,449 | $7,111-51.5% | $6,710-48.6% | $5,851-41.1% |
| Admin fee / account holder | $867 | $12,125-92.8% | $10,264-91.6% | $11,599-92.5% |