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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 | $127,616 | $211,105-39.5% | $178,449-28.5% | $145,978-12.6% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 7.24% | 30.19%-22.9pp | 27.09%-19.8pp | 550.52%-543.3pp |
| Employer contribution / active EE | $490 | $4,569-89.3% | $3,951-87.6% | $4,662-89.5% |
| Participant deferral / active EE | $2,550 | $6,959-63.4% | $6,277-59.4% | $6,690-61.9% |
| Admin fee / account holder | $1,550 | $12,017-87.1% | $10,362-85.0% | $13,400-88.4% |