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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 | $96,515 | $210,908-54.2% | $153,643-37.2% | $145,884-33.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.34% | 13.46%-7.1pp | 15.71%-9.4pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,208 | $6,055-80.0% | $5,039-76.0% | $4,662-74.1% |
| Participant deferral / active EE | $2,258 | $7,976-71.7% | $6,754-66.6% | $6,690-66.2% |
| Admin fee / account holder | $85,567 | $19,477+339.3% | $12,739+571.7% | $13,392+539.0% |