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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 | $185,312+15.7% | $161,489+32.8% | $154,746+38.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 7.41% | 103.84%-96.4pp | 89.72%-82.3pp | 172.34%-164.9pp |
| Employer contribution / active EE | $809 | $4,769-83.0% | $4,268-81.0% | $4,379-81.5% |
| Participant deferral / active EE | $2,600 | $6,350-59.1% | $5,630-53.8% | $6,730-61.4% |
| Admin fee / account holder | $87,073 | $18,654+366.8% | $16,006+444.0% | $14,365+506.1% |