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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 | $217,346 | $275,752-21.2% | $256,809-15.4% | $198,609+9.4% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | -1.52% | 34.81%-36.3pp | 32.73%-34.2pp | 202.70%-204.2pp |
| Employer contribution / active EE | $1,710 | $7,721-77.8% | $7,263-76.5% | $5,055-66.2% |
| Participant deferral / active EE | $6,521 | $10,037-35.0% | $9,520-31.5% | $6,977-6.5% |
| Admin fee / account holder | $601 | $25,716-97.7% | $25,146-97.6% | $19,030-96.8% |