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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 | $231,215 | $174,379+32.6% | $152,093+52.0% | $138,895+66.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 10.60% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $520 | $4,652-88.8% | $4,175-87.5% | $4,194-87.6% |
| Participant deferral / active EE | $11,750 | $6,159+90.8% | $5,451+115.5% | $6,396+83.7% |
| Admin fee / account holder | $588,087 | $16,880+3383.9% | $14,497+3956.7% | $12,562+4581.4% |