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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 | $65,651 | $153,774-57.3% | $133,981-51.0% | $273,968-76.0% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.1%-32.5pp | 83.0%-28.5pp |
| Annual return | 2.42% | 36.51%-34.1pp | 29.30%-26.9pp | 41.45%-39.0pp |
| Employer contribution / active EE | $1,136 | $6,029-81.2% | $5,211-78.2% | $4,869-76.7% |
| Participant deferral / active EE | $3,766 | $6,958-45.9% | $6,282-40.1% | $5,287-28.8% |
| Admin fee / account holder | $1,543 | $11,765-86.9% | $9,324-83.5% | $10,132-84.8% |