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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 | $98,261 | $162,136-39.4% | $152,301-35.5% | $154,746-36.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 7.63% | 91.02%-83.4pp | 80.50%-72.9pp | 172.34%-164.7pp |
| Employer contribution / active EE | $259 | $4,890-94.7% | $4,624-94.4% | $4,379-94.1% |
| Participant deferral / active EE | $8,375 | $8,341+0.4% | $8,004+4.6% | $6,730+24.4% |
| Admin fee / account holder | $2,336 | $15,759-85.2% | $14,398-83.8% | $14,365-83.7% |