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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 | $97,386 | $111,535-12.7% | $105,223-7.4% | $137,256-29.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 80.0%-55.0pp |
| Annual return | 7.67% | 237.85%-230.2pp | 180.65%-173.0pp | 220.34%-212.7pp |
| Employer contribution / active EE | $585 | $3,939-85.1% | $3,689-84.1% | $4,156-85.9% |
| Participant deferral / active EE | $2,089 | $5,500-62.0% | $5,072-58.8% | $6,407-67.4% |
| Admin fee / account holder | $748 | $9,721-92.3% | $8,859-91.6% | $12,270-93.9% |