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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 | $159,328 | $198,457-19.7% | $170,435-6.5% | $147,586+8.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 8.09% | 257.30%-249.2pp | 205.94%-197.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $541 | $6,183-91.3% | $5,432-90.0% | $4,876-88.9% |
| Participant deferral / active EE | $2,513 | $5,629-55.4% | $4,939-49.1% | $5,439-53.8% |
| Admin fee / account holder | $20,318 | $16,852+20.6% | $13,881+46.4% | $10,886+86.6% |