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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 | $178,933 | $175,231+2.1% | $149,696+19.5% | $139,466+28.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 10.59% | 166.77%-156.2pp | 134.46%-123.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $739 | $5,478-86.5% | $4,821-84.7% | $4,754-84.5% |
| Participant deferral / active EE | $2,751 | $6,521-57.8% | $5,682-51.6% | $6,712-59.0% |
| Admin fee / account holder | $1,054 | $16,155-93.5% | $13,212-92.0% | $11,409-90.8% |