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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 | $212,386-58.2% | $199,883-55.6% | $138,895-36.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 7.52% | 47.75%-40.2pp | 43.81%-36.3pp | 145.39%-137.9pp |
| Employer contribution / active EE | $1,099 | $6,625-83.4% | $6,261-82.5% | $4,194-73.8% |
| Participant deferral / active EE | $3,416 | $9,617-64.5% | $9,138-62.6% | $6,396-46.6% |
| Admin fee / account holder | $4,788 | $18,233-73.7% | $17,268-72.3% | $12,562-61.9% |