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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 | $183,516-55.1% | $155,534-47.1% | $145,884-43.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 4.86% | 61.43%-56.6pp | 64.92%-60.1pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,016 | $5,315-80.9% | $4,675-78.3% | $4,662-78.2% |
| Participant deferral / active EE | $4,187 | $6,467-35.3% | $5,630-25.6% | $6,690-37.4% |
| Admin fee / account holder | $1,746 | $19,293-91.0% | $15,900-89.0% | $13,392-87.0% |