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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 | $96,951 | $183,627-47.2% | $155,602-37.7% | $145,978-33.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 0.38% | 61.32%-60.9pp | 64.81%-64.4pp | 550.52%-550.1pp |
| Employer contribution / active EE | $716 | $5,316-86.5% | $4,675-84.7% | $4,662-84.6% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,690-24.0% |
| Admin fee / account holder | $1,847 | $19,327-90.4% | $15,923-88.4% | $13,400-86.2% |