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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 | $106,518 | $157,304-32.3% | $141,197-24.6% | $152,909-30.3% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 5.26% | 64.34%-59.1pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $180 | $5,263-96.6% | $4,736-96.2% | $4,764-96.2% |
| Participant deferral / active EE | $4,500 | $7,111-36.7% | $6,710-32.9% | $5,851-23.1% |
| Admin fee / account holder | $982 | $12,126-91.9% | $10,265-90.4% | $11,601-91.5% |