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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 | $122,208 | $183,516-33.4% | $155,534-21.4% | $145,884-16.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 6.99% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $936 | $5,315-82.4% | $4,675-80.0% | $4,662-79.9% |
| Participant deferral / active EE | $4,107 | $6,467-36.5% | $5,630-27.1% | $6,690-38.6% |
| Admin fee / account holder | $1,672 | $19,293-91.3% | $15,900-89.5% | $13,392-87.5% |