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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 | $245,199 | $172,111+42.5% | $150,298+63.1% | $137,256+78.6% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 8.98% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $835 | $4,636-82.0% | $4,154-79.9% | $4,156-79.9% |
| Participant deferral / active EE | $3,118 | $6,166-49.4% | $5,453-42.8% | $6,407-51.3% |
| Admin fee / account holder | $402,353 | $16,471+2342.8% | $14,116+2750.4% | $12,270+3179.1% |