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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 | $174,921 | $183,627-4.7% | $155,602+12.4% | $145,978+19.8% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 7.04% | 61.32%-54.3pp | 64.81%-57.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $521 | $5,316-90.2% | $4,675-88.8% | $4,662-88.8% |
| Participant deferral / active EE | $1,945 | $6,466-69.9% | $5,629-65.4% | $6,690-70.9% |
| Admin fee / account holder | $5,245 | $19,327-72.9% | $15,923-67.1% | $13,400-60.9% |