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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 | $91,675 | $174,379-47.4% | $152,093-39.7% | $138,895-34.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 9.29% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $700 | $4,652-85.0% | $4,175-83.2% | $4,194-83.3% |
| Participant deferral / active EE | $3,882 | $6,159-37.0% | $5,451-28.8% | $6,396-39.3% |
| Admin fee / account holder | $532 | $16,880-96.8% | $14,497-96.3% | $12,562-95.8% |