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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 | $178,915 | $175,257+2.1% | $149,717+19.5% | $139,456+28.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.06% | 166.70%-157.6pp | 134.41%-125.4pp | 373.45%-364.4pp |
| Employer contribution / active EE | $982 | $5,477-82.1% | $4,820-79.6% | $4,753-79.3% |
| Participant deferral / active EE | $5,000 | $6,521-23.3% | $5,682-12.0% | $6,711-25.5% |
| Admin fee / account holder | $821 | $16,156-94.9% | $13,213-93.8% | $11,407-92.8% |