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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 | $198,419 | $157,296+26.1% | $141,191+40.5% | $152,897+29.8% |
| Participation rate | 29.4% | 84.8%-55.4pp | 82.5%-53.1pp | 82.5%-53.0pp |
| Annual return | 13.36% | 64.34%-51.0pp | 71.41%-58.0pp | 345.43%-332.1pp |
| Employer contribution / active EE | $745 | $5,262-85.8% | $4,736-84.3% | $4,764-84.4% |
| Participant deferral / active EE | $3,106 | $7,111-56.3% | $6,710-53.7% | $5,851-46.9% |
| Admin fee / account holder | $1,468 | $12,125-87.9% | $10,264-85.7% | $11,599-87.3% |