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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 | $101,769 | $183,627-44.6% | $155,602-34.6% | $145,978-30.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 8.30% | 61.32%-53.0pp | 64.81%-56.5pp | 550.52%-542.2pp |
| Employer contribution / active EE | $523 | $5,316-90.2% | $4,675-88.8% | $4,662-88.8% |
| Participant deferral / active EE | $3,488 | $6,466-46.1% | $5,629-38.0% | $6,690-47.9% |
| Admin fee / account holder | $13,340 | $19,327-31.0% | $15,923-16.2% | $13,400-0.5% |