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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 | $214,419 | $172,111+24.6% | $150,298+42.7% | $137,256+56.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 7.41% | 69.37%-62.0pp | 62.79%-55.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $809 | $4,636-82.5% | $4,154-80.5% | $4,156-80.5% |
| Participant deferral / active EE | $2,600 | $6,166-57.8% | $5,453-52.3% | $6,407-59.4% |
| Admin fee / account holder | $87,073 | $16,471+428.6% | $14,116+516.8% | $12,270+609.6% |