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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 | $181,062-24.5% | $158,223-13.5% | $155,188-11.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 3.83% | 57.39%-53.6pp | 52.09%-48.3pp | 148.84%-145.0pp |
| Employer contribution / active EE | $760 | $4,565-83.4% | $4,109-81.5% | $4,248-82.1% |
| Participant deferral / active EE | $6,367 | $6,134+3.8% | $5,467+16.5% | $6,531-2.5% |
| Admin fee / account holder | $1,889 | $18,825-90.0% | $16,047-88.2% | $14,480-87.0% |