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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 | $238,666 | $209,336+14.0% | $197,124+21.1% | $137,256+73.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 6.84% | 48.09%-41.2pp | 44.34%-37.5pp | 220.34%-213.5pp |
| Employer contribution / active EE | $1,346 | $6,591-79.6% | $6,227-78.4% | $4,156-67.6% |
| Participant deferral / active EE | $20,659 | $9,614+114.9% | $9,135+126.2% | $6,407+222.4% |
| Admin fee / account holder | $2,523 | $17,308-85.4% | $16,298-84.5% | $12,270-79.4% |