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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 | $136,785 | $185,312-26.2% | $161,489-15.3% | $154,746-11.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 3.83% | 103.84%-100.0pp | 89.72%-85.9pp | 172.34%-168.5pp |
| Employer contribution / active EE | $760 | $4,769-84.1% | $4,268-82.2% | $4,379-82.6% |
| Participant deferral / active EE | $6,367 | $6,350+0.3% | $5,630+13.1% | $6,730-5.4% |
| Admin fee / account holder | $1,889 | $18,654-89.9% | $16,006-88.2% | $14,365-86.8% |