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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 | $88,816 | $209,336-57.6% | $197,124-54.9% | $137,256-35.3% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 7.52% | 48.09%-40.6pp | 44.34%-36.8pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,099 | $6,591-83.3% | $6,227-82.4% | $4,156-73.6% |
| Participant deferral / active EE | $3,416 | $9,614-64.5% | $9,135-62.6% | $6,407-46.7% |
| Admin fee / account holder | $4,788 | $17,308-72.3% | $16,298-70.6% | $12,270-61.0% |