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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 | $93,842 | $212,386-55.8% | $199,883-53.1% | $138,895-32.4% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 10.24% | 47.75%-37.5pp | 43.81%-33.6pp | 145.39%-135.2pp |
| Employer contribution / active EE | $778 | $6,625-88.3% | $6,261-87.6% | $4,194-81.5% |
| Participant deferral / active EE | $6,020 | $9,617-37.4% | $9,138-34.1% | $6,396-5.9% |
| Admin fee / account holder | $630 | $18,233-96.5% | $17,268-96.4% | $12,562-95.0% |