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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 | $106,282 | $127,386-16.6% | $115,037-7.6% | $125,393-15.2% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -4.65% | 31.28%-35.9pp | 26.14%-30.8pp | 282.23%-286.9pp |
| Employer contribution / active EE | $260 | $5,166-95.0% | $4,608-94.3% | $4,866-94.6% |
| Participant deferral / active EE | $5,077 | $6,423-21.0% | $6,026-15.8% | $5,351-5.1% |
| Admin fee / account holder | $1,000 | $9,516-89.5% | $8,175-87.8% | $9,541-89.5% |