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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 | $165,889 | $166,131-0.1% | $164,975+0.6% | $145,877+13.7% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 7.64% | 100.37%-92.7pp | 70.12%-62.5pp | 551.28%-543.6pp |
| Employer contribution / active EE | $894 | $5,276-83.1% | $4,343-79.4% | $4,663-80.8% |
| Participant deferral / active EE | $2,344 | $6,962-66.3% | $6,033-61.2% | $6,691-65.0% |
| Admin fee / account holder | $34,038 | $16,648+104.5% | $12,688+168.3% | $13,402+154.0% |