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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 | $97,450 | $159,978-39.1% | $147,041-33.7% | $145,978-33.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 4.77% | 98.36%-93.6pp | 419.21%-414.4pp | 550.52%-545.7pp |
| Employer contribution / active EE | $233 | $5,288-95.6% | $4,935-95.3% | $4,662-95.0% |
| Participant deferral / active EE | $4,095 | $8,429-51.4% | $8,071-49.3% | $6,690-38.8% |
| Admin fee / account holder | $797 | $15,053-94.7% | $13,006-93.9% | $13,400-94.1% |