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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 | $76,711 | $212,386-63.9% | $199,883-61.6% | $138,895-44.8% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 9.27% | 47.75%-38.5pp | 43.81%-34.5pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,099 | $6,625-83.4% | $6,261-82.5% | $4,194-73.8% |
| Participant deferral / active EE | $4,443 | $9,617-53.8% | $9,138-51.4% | $6,396-30.5% |
| Admin fee / account holder | $3,339 | $18,233-81.7% | $17,268-80.7% | $12,562-73.4% |