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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 | $100,002 | $126,661-21.0% | $113,397-11.8% | $138,895-28.0% |
| Participation rate | 29.2% | 79.4%-50.3pp | 76.5%-47.3pp | 79.9%-50.8pp |
| Annual return | 4.23% | 25.05%-20.8pp | 23.20%-19.0pp | 145.39%-141.2pp |
| Employer contribution / active EE | $609 | $3,456-82.4% | $2,977-79.5% | $4,194-85.5% |
| Participant deferral / active EE | $1,926 | $5,693-66.2% | $5,076-62.1% | $6,396-69.9% |
| Admin fee / account holder | $2,738 | $14,549-81.2% | $11,957-77.1% | $12,562-78.2% |