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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 | $97,107 | $153,769-36.8% | $133,975-27.5% | $273,972-64.6% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.1%-22.1pp | 83.0%-18.0pp |
| Annual return | -0.77% | 36.51%-37.3pp | 29.29%-30.1pp | 41.46%-42.2pp |
| Employer contribution / active EE | $921 | $6,029-84.7% | $5,211-82.3% | $4,869-81.1% |
| Participant deferral / active EE | $3,354 | $6,958-51.8% | $6,282-46.6% | $5,287-36.6% |
| Admin fee / account holder | $26,189 | $11,765+122.6% | $9,324+180.9% | $10,133+158.5% |