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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 | $84,172 | $135,956-38.1% | $123,894-32.1% | $273,972-69.3% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 2.50% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $758 | $5,170-85.3% | $4,617-83.6% | $4,869-84.4% |
| Participant deferral / active EE | $4,838 | $6,343-23.7% | $5,984-19.2% | $5,287-8.5% |
| Admin fee / account holder | $1,017 | $9,817-89.6% | $8,357-87.8% | $10,133-90.0% |