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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 | $244,308 | $174,379+40.1% | $152,093+60.6% | $138,895+75.9% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 3.31% | 74.86%-71.6pp | 66.36%-63.1pp | 145.39%-142.1pp |
| Employer contribution / active EE | $279 | $4,652-94.0% | $4,175-93.3% | $4,194-93.3% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,067 | $16,880-70.0% | $14,497-65.0% | $12,562-59.7% |