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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 | $154,805 | $156,398-1.0% | $147,318+5.1% | $138,895+11.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 6.68% | 78.75%-72.1pp | 70.43%-63.8pp | 145.39%-138.7pp |
| Employer contribution / active EE | $511 | $4,853-89.5% | $4,593-88.9% | $4,194-87.8% |
| Participant deferral / active EE | $4,131 | $8,237-49.9% | $7,906-47.8% | $6,396-35.4% |
| Admin fee / account holder | $203,322 | $14,976+1257.7% | $13,708+1383.3% | $12,562+1518.5% |