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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 | $162,136-39.3% | $152,301-35.4% | $154,746-36.4% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 11.26% | 91.02%-79.8pp | 80.50%-69.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $460 | $4,890-90.6% | $4,624-90.1% | $4,379-89.5% |
| Participant deferral / active EE | $3,574 | $8,341-57.2% | $8,004-55.4% | $6,730-46.9% |
| Admin fee / account holder | $1,375 | $15,759-91.3% | $14,398-90.5% | $14,365-90.4% |