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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 | $193,657 | $166,242+16.5% | $165,071+17.3% | $145,884+32.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 4.67% | 100.44%-95.8pp | 70.17%-65.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,511 | $6,964-49.6% | $6,035-41.8% | $6,690-47.5% |
| Admin fee / account holder | $793 | $16,658-95.2% | $12,695-93.8% | $13,392-94.1% |