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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 | $212,386-2.3% | $199,883+3.8% | $138,895+49.4% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 11.25% | 47.75%-36.5pp | 43.81%-32.6pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,046 | $6,625-84.2% | $6,261-83.3% | $4,194-75.1% |
| Participant deferral / active EE | $5,807 | $9,617-39.6% | $9,138-36.5% | $6,396-9.2% |
| Admin fee / account holder | $86,284 | $18,233+373.2% | $17,268+399.7% | $12,562+586.9% |