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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 | $103,795 | $86,288+20.3% | $111,306-6.7% | $85,851+20.9% |
| Participation rate | 51.4% | 73.3%-21.9pp | 77.3%-25.9pp | 69.3%-17.9pp |
| Annual return | 10.77% | 19.99%-9.2pp | 54.67%-43.9pp | 318.63%-307.9pp |
| Employer contribution / active EE | $407 | $2,044-80.1% | $2,732-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $1,813 | $3,641-50.2% | $4,488-59.6% | $3,952-54.1% |
| Admin fee / account holder | $8,612 | $8,189+5.2% | $7,966+8.1% | $6,261+37.5% |