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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 | $85,964 | $183,539-53.2% | $155,556-44.7% | $145,897-41.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 0.18% | 61.31%-61.1pp | 64.84%-64.7pp | 552.29%-552.1pp |
| Employer contribution / active EE | $852 | $5,315-84.0% | $4,675-81.8% | $4,663-81.7% |
| Participant deferral / active EE | $2,129 | $6,467-67.1% | $5,631-62.2% | $6,689-68.2% |
| Admin fee / account holder | $1,043 | $19,275-94.6% | $15,885-93.4% | $13,390-92.2% |