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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 | $97,677 | $112,729-13.4% | $98,716-1.1% | $137,256-28.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 9.39% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $178 | $2,725-93.5% | $2,279-92.2% | $4,156-95.7% |
| Participant deferral / active EE | $1,512 | $4,640-67.4% | $4,048-62.7% | $6,407-76.4% |
| Admin fee / account holder | $45,709 | $10,129+351.3% | $8,703+425.2% | $12,270+272.5% |