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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 | $215,782 | $183,516+17.6% | $155,534+38.7% | $145,884+47.9% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 4.64% | 61.43%-56.8pp | 64.92%-60.3pp | 551.85%-547.2pp |
| Employer contribution / active EE | $533 | $5,315-90.0% | $4,675-88.6% | $4,662-88.6% |
| Participant deferral / active EE | $6,059 | $6,467-6.3% | $5,630+7.6% | $6,690-9.4% |
| Admin fee / account holder | $2,103 | $19,293-89.1% | $15,900-86.8% | $13,392-84.3% |