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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 | $230,874 | $160,070+44.2% | $147,117+56.9% | $145,897+58.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.46% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $700 | $5,285-86.8% | $4,932-85.8% | $4,663-85.0% |
| Participant deferral / active EE | $15,200 | $8,419+80.5% | $8,065+88.5% | $6,689+127.2% |
| Admin fee / account holder | $1,169 | $15,035-92.2% | $12,993-91.0% | $13,390-91.3% |