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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 | $98,365 | $154,228-36.2% | $145,433-32.4% | $137,256-28.3% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 11.26% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $460 | $4,804-90.4% | $4,554-89.9% | $4,156-88.9% |
| Participant deferral / active EE | $3,574 | $8,216-56.5% | $7,897-54.7% | $6,407-44.2% |
| Admin fee / account holder | $1,375 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |