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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 | $188,979 | $154,228+22.5% | $145,433+29.9% | $137,256+37.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.27% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $683 | $4,804-85.8% | $4,554-85.0% | $4,156-83.6% |
| Participant deferral / active EE | $4,060 | $8,216-50.6% | $7,897-48.6% | $6,407-36.6% |
| Admin fee / account holder | $39,867 | $14,344+177.9% | $13,129+203.7% | $12,270+224.9% |