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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 | $98,360 | $157,304-37.5% | $141,197-30.3% | $152,909-35.7% |
| Participation rate | 23.5% | 84.8%-61.3pp | 82.5%-58.9pp | 82.5%-58.9pp |
| Annual return | 11.31% | 64.34%-53.0pp | 71.41%-60.1pp | 345.46%-334.2pp |
| Employer contribution / active EE | $782 | $5,263-85.1% | $4,736-83.5% | $4,764-83.6% |
| Participant deferral / active EE | $3,322 | $7,111-53.3% | $6,710-50.5% | $5,851-43.2% |
| Admin fee / account holder | $980 | $12,126-91.9% | $10,265-90.5% | $11,601-91.6% |