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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 | $88,743 | $212,386-58.2% | $199,883-55.6% | $138,895-36.1% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 10.72% | 47.75%-37.0pp | 43.81%-33.1pp | 145.39%-134.7pp |
| Employer contribution / active EE | $515 | $6,625-92.2% | $6,261-91.8% | $4,194-87.7% |
| Participant deferral / active EE | $3,843 | $9,617-60.0% | $9,138-57.9% | $6,396-39.9% |
| Admin fee / account holder | $9,289 | $18,233-49.1% | $17,268-46.2% | $12,562-26.1% |