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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 | $98,501 | $156,398-37.0% | $147,318-33.1% | $138,895-29.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 4.35% | 78.75%-74.4pp | 70.43%-66.1pp | 145.39%-141.0pp |
| Employer contribution / active EE | $316 | $4,853-93.5% | $4,593-93.1% | $4,194-92.5% |
| Participant deferral / active EE | $3,974 | $8,237-51.8% | $7,906-49.7% | $6,396-37.9% |
| Admin fee / account holder | $134,106 | $14,976+795.5% | $13,708+878.3% | $12,562+967.5% |