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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 | $106,068 | $117,829-10.0% | $102,423+3.6% | $145,877-27.3% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 8.31% | 31.83%-23.5pp | 29.42%-21.1pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,511 | $5,732+31.0% | $5,054+48.6% | $6,691+12.3% |
| Admin fee / account holder | $9,822 | $13,335-26.3% | $9,455+3.9% | $13,402-26.7% |