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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 | $82,327 | $183,539-55.1% | $155,556-47.1% | $145,897-43.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 4.86% | 61.31%-56.4pp | 64.84%-60.0pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,016 | $5,315-80.9% | $4,675-78.3% | $4,663-78.2% |
| Participant deferral / active EE | $4,187 | $6,467-35.3% | $5,631-25.6% | $6,689-37.4% |
| Admin fee / account holder | $1,746 | $19,275-90.9% | $15,885-89.0% | $13,390-87.0% |