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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 | $83,140 | $135,956-38.8% | $123,894-32.9% | $273,972-69.7% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 1.69% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.8pp |
| Employer contribution / active EE | $554 | $5,170-89.3% | $4,617-88.0% | $4,869-88.6% |
| Participant deferral / active EE | $2,882 | $6,343-54.6% | $5,984-51.8% | $5,287-45.5% |
| Admin fee / account holder | $7,822 | $9,817-20.3% | $8,357-6.4% | $10,133-22.8% |