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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 | $59,221 | $140,592-57.9% | $123,105-51.9% | $125,389-52.8% |
| Participation rate | 54.5% | 88.2%-33.7pp | 86.8%-32.2pp | 83.2%-28.6pp |
| Annual return | -3.75% | 16.80%-20.6pp | 13.22%-17.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,100 | $6,041-81.8% | $5,151-78.6% | $4,866-77.4% |
| Participant deferral / active EE | $2,950 | $6,980-57.7% | $6,229-52.6% | $5,352-44.9% |
| Admin fee / account holder | $1,279 | $11,198-88.6% | $9,014-85.8% | $9,541-86.6% |