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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 | $102,320 | $111,535-8.3% | $105,223-2.8% | $137,256-25.5% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.8pp | 80.0%-44.7pp |
| Annual return | 9.61% | 237.85%-228.2pp | 180.65%-171.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $249 | $3,939-93.7% | $3,689-93.2% | $4,156-94.0% |
| Participant deferral / active EE | $1,877 | $5,500-65.9% | $5,072-63.0% | $6,407-70.7% |
| Admin fee / account holder | $12,254 | $9,721+26.0% | $8,859+38.3% | $12,270-0.1% |