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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 | $127,246 | $156,398-18.6% | $147,318-13.6% | $138,895-8.4% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.3pp | 79.9%-36.2pp |
| Annual return | 11.30% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $778 | $4,853-84.0% | $4,593-83.1% | $4,194-81.4% |
| Participant deferral / active EE | $4,870 | $8,237-40.9% | $7,906-38.4% | $6,396-23.9% |
| Admin fee / account holder | $935 | $14,976-93.8% | $13,708-93.2% | $12,562-92.6% |