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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 | $113,367 | $174,379-35.0% | $152,093-25.5% | $138,895-18.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 5.46% | 74.86%-69.4pp | 66.36%-60.9pp | 145.39%-139.9pp |
| Employer contribution / active EE | $442 | $4,652-90.5% | $4,175-89.4% | $4,194-89.5% |
| Participant deferral / active EE | $2,195 | $6,159-64.4% | $5,451-59.7% | $6,396-65.7% |
| Admin fee / account holder | $17,106 | $16,880+1.3% | $14,497+18.0% | $12,562+36.2% |