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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 | $138,312-27.7% | $122,979-18.7% | $155,188-35.6% |
| Participation rate | 29.2% | 80.2%-51.0pp | 77.2%-48.0pp | 80.8%-51.6pp |
| Annual return | 4.23% | 22.06%-17.8pp | 20.12%-15.9pp | 148.84%-144.6pp |
| Employer contribution / active EE | $609 | $3,530-82.7% | $3,062-80.1% | $4,248-85.7% |
| Participant deferral / active EE | $1,926 | $5,592-65.6% | $5,003-61.5% | $6,531-70.5% |
| Admin fee / account holder | $2,738 | $15,089-81.9% | $12,864-78.7% | $14,480-81.1% |