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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 | $136,553 | $181,896-24.9% | $156,551-12.8% | $273,972-50.2% |
| Participation rate | 40.0% | 88.4%-48.4pp | 84.0%-44.0pp | 83.0%-43.0pp |
| Annual return | 1.35% | 30.74%-29.4pp | 32.23%-30.9pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,204 | $6,248-80.7% | $5,501-78.1% | $4,869-75.3% |
| Participant deferral / active EE | $2,560 | $5,550-53.9% | $4,871-47.4% | $5,287-51.6% |
| Admin fee / account holder | $1,353 | $15,560-91.3% | $13,028-89.6% | $10,133-86.7% |