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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 | $237,190 | $201,372+17.8% | $184,260+28.7% | $145,884+62.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.27% | 29.04%-22.8pp | 28.84%-22.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $750 | $7,024-89.3% | $6,427-88.3% | $4,662-83.9% |
| Participant deferral / active EE | $11,021 | $9,808+12.4% | $9,133+20.7% | $6,690+64.7% |
| Admin fee / account holder | $28,021 | $16,362+71.3% | $13,898+101.6% | $13,392+109.2% |