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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 | $208,936 | $172,111+21.4% | $150,298+39.0% | $137,256+52.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 11.01% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $544 | $4,636-88.3% | $4,154-86.9% | $4,156-86.9% |
| Participant deferral / active EE | $7,330 | $6,166+18.9% | $5,453+34.4% | $6,407+14.4% |
| Admin fee / account holder | $8,993 | $16,471-45.4% | $14,116-36.3% | $12,270-26.7% |