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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 | $98,914 | $185,312-46.6% | $161,489-38.7% | $154,746-36.1% |
| Participation rate | 10.0% | 82.5%-72.5pp | 78.7%-68.7pp | 80.7%-70.7pp |
| Annual return | 3.25% | 103.84%-100.6pp | 89.72%-86.5pp | 172.34%-169.1pp |
| Employer contribution / active EE | $634 | $4,769-86.7% | $4,268-85.2% | $4,379-85.5% |
| Participant deferral / active EE | $2,350 | $6,350-63.0% | $5,630-58.3% | $6,730-65.1% |
| Admin fee / account holder | $3,317 | $18,654-82.2% | $16,006-79.3% | $14,365-76.9% |