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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 | $181,062-45.4% | $158,223-37.5% | $155,188-36.3% |
| Participation rate | 10.0% | 82.7%-72.7pp | 79.2%-69.2pp | 80.8%-70.8pp |
| Annual return | 3.25% | 57.39%-54.1pp | 52.09%-48.8pp | 148.84%-145.6pp |
| Employer contribution / active EE | $634 | $4,565-86.1% | $4,109-84.6% | $4,248-85.1% |
| Participant deferral / active EE | $2,350 | $6,134-61.7% | $5,467-57.0% | $6,531-64.0% |
| Admin fee / account holder | $3,317 | $18,825-82.4% | $16,047-79.3% | $14,480-77.1% |