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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 | $207,562 | $209,336-0.8% | $197,124+5.3% | $137,256+51.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.25% | 48.09%-36.8pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,046 | $6,591-84.1% | $6,227-83.2% | $4,156-74.8% |
| Participant deferral / active EE | $5,807 | $9,614-39.6% | $9,135-36.4% | $6,407-9.4% |
| Admin fee / account holder | $86,284 | $17,308+398.5% | $16,298+429.4% | $12,270+603.2% |