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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 | $171,864 | $198,457-13.4% | $170,435+0.8% | $147,586+16.5% |
| Participation rate | 21.4% | 88.0%-66.5pp | 83.6%-62.2pp | 82.8%-61.4pp |
| Annual return | 7.28% | 257.30%-250.0pp | 205.94%-198.7pp | 578.59%-571.3pp |
| Employer contribution / active EE | $377 | $6,183-93.9% | $5,432-93.1% | $4,876-92.3% |
| Participant deferral / active EE | $3,818 | $5,629-32.2% | $4,939-22.7% | $5,439-29.8% |
| Admin fee / account holder | $5,752 | $16,852-65.9% | $13,881-58.6% | $10,886-47.2% |