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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 | $100,629 | $176,838-43.1% | $146,685-31.4% | $167,518-39.9% |
| Participation rate | 25.0% | 83.6%-58.6pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 5.60% | 24.04%-18.4pp | 22.75%-17.1pp | 478.71%-473.1pp |
| Employer contribution / active EE | $164 | $5,161-96.8% | $4,137-96.0% | $4,838-96.6% |
| Participant deferral / active EE | $2,504 | $6,441-61.1% | $5,507-54.5% | $6,342-60.5% |
| Admin fee / account holder | $922 | $13,262-93.0% | $10,281-91.0% | $12,312-92.5% |