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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 | $168,507 | $181,896-7.4% | $156,551+7.6% | $273,972-38.5% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 2.79% | 30.74%-28.0pp | 32.23%-29.4pp | 41.46%-38.7pp |
| Employer contribution / active EE | $949 | $6,248-84.8% | $5,501-82.7% | $4,869-80.5% |
| Participant deferral / active EE | $5,568 | $5,550+0.3% | $4,871+14.3% | $5,287+5.3% |
| Admin fee / account holder | $3,053 | $15,560-80.4% | $13,028-76.6% | $10,133-69.9% |