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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 | $162,136+16.6% | $152,301+24.1% | $154,746+22.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 10.27% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.1pp |
| Employer contribution / active EE | $683 | $4,890-86.0% | $4,624-85.2% | $4,379-84.4% |
| Participant deferral / active EE | $4,060 | $8,341-51.3% | $8,004-49.3% | $6,730-39.7% |
| Admin fee / account holder | $39,867 | $15,759+153.0% | $14,398+176.9% | $14,365+177.5% |