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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 | $199,963 | $176,105+13.5% | $159,474+25.4% | $167,536+19.4% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 9.12% | 331.91%-322.8pp | 263.68%-254.6pp | 478.82%-469.7pp |
| Employer contribution / active EE | $872 | $5,299-83.5% | $4,831-81.9% | $4,839-82.0% |
| Participant deferral / active EE | $2,589 | $7,751-66.6% | $7,353-64.8% | $6,342-59.2% |
| Admin fee / account holder | $29,241 | $12,559+132.8% | $10,802+170.7% | $12,315+137.5% |