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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 | $210,534 | $111,535+88.8% | $105,223+100.1% | $137,256+53.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 10.21% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $571 | $3,939-85.5% | $3,689-84.5% | $4,156-86.3% |
| Participant deferral / active EE | $6,175 | $5,500+12.3% | $5,072+21.7% | $6,407-3.6% |
| Admin fee / account holder | $26,757 | $9,721+175.2% | $8,859+202.0% | $12,270+118.1% |