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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 | $98,755 | $117,829-16.2% | $102,423-3.6% | $145,877-32.3% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.1pp | 80.3%-35.9pp |
| Annual return | 1.68% | 31.83%-30.2pp | 29.42%-27.7pp | 551.28%-549.6pp |
| Employer contribution / active EE | $616 | $3,615-83.0% | $3,023-79.6% | $4,663-86.8% |
| Participant deferral / active EE | $2,073 | $5,732-63.8% | $5,054-59.0% | $6,691-69.0% |
| Admin fee / account holder | $2,746 | $13,335-79.4% | $9,455-71.0% | $13,402-79.5% |