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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 | $97,736 | $181,896-46.3% | $156,551-37.6% | $273,972-64.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 2.34% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $787 | $6,248-87.4% | $5,501-85.7% | $4,869-83.8% |
| Participant deferral / active EE | $2,752 | $5,550-50.4% | $4,871-43.5% | $5,287-48.0% |
| Admin fee / account holder | $32,263 | $15,560+107.3% | $13,028+147.6% | $10,133+218.4% |