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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 | $109,941 | $156,398-29.7% | $147,318-25.4% | $138,895-20.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 12.10% | 78.75%-66.6pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $861 | $4,853-82.3% | $4,593-81.3% | $4,194-79.5% |
| Participant deferral / active EE | $11,583 | $8,237+40.6% | $7,906+46.5% | $6,396+81.1% |
| Admin fee / account holder | $883 | $14,976-94.1% | $13,708-93.6% | $12,562-93.0% |