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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 | $108,978 | $181,896-40.1% | $156,551-30.4% | $273,972-60.2% |
| Participation rate | 33.3% | 88.4%-55.1pp | 84.0%-50.7pp | 83.0%-49.7pp |
| Annual return | 0.96% | 30.74%-29.8pp | 32.23%-31.3pp | 41.46%-40.5pp |
| Employer contribution / active EE | $1,214 | $6,248-80.6% | $5,501-77.9% | $4,869-75.1% |
| Participant deferral / active EE | $1,898 | $5,550-65.8% | $4,871-61.0% | $5,287-64.1% |
| Admin fee / account holder | $3,125 | $15,560-79.9% | $13,028-76.0% | $10,133-69.2% |