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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 | $178,847 | $175,259+2.0% | $149,723+19.5% | $139,487+28.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 10.40% | 166.82%-156.4pp | 134.50%-124.1pp | 373.84%-363.4pp |
| Employer contribution / active EE | $261 | $5,478-95.2% | $4,821-94.6% | $4,755-94.5% |
| Participant deferral / active EE | $3,643 | $6,522-44.1% | $5,682-35.9% | $6,713-45.7% |
| Admin fee / account holder | $9,968 | $16,158-38.3% | $13,215-24.6% | $11,407-12.6% |