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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 | $77,730 | $197,594-60.7% | $177,822-56.3% | $158,931-51.1% |
| Participation rate | 58.8% | 88.5%-29.7pp | 87.7%-28.9pp | 82.0%-23.1pp |
| Annual return | 6.62% | 58.76%-52.1pp | 48.32%-41.7pp | 302.86%-296.2pp |
| Employer contribution / active EE | $1,377 | $6,697-79.4% | $5,918-76.7% | $4,761-71.1% |
| Participant deferral / active EE | $3,150 | $8,405-62.5% | $7,714-59.2% | $5,982-47.3% |
| Admin fee / account holder | $4,069 | $15,400-73.6% | $12,428-67.3% | $11,247-63.8% |