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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 | $99,050 | $110,337-10.2% | $102,383-3.3% | $145,877-32.1% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 8.22% | 24.83%-16.6pp | 24.94%-16.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,904 | $5,621+22.8% | $5,060+36.4% | $6,691+3.2% |
| Admin fee / account holder | $833 | $9,750-91.5% | $8,391-90.1% | $13,402-93.8% |