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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 | $80,455 | $71,878+11.9% | $86,698-7.2% | $68,486+17.5% |
| Participation rate | 27.8% | 72.2%-44.5pp | 76.6%-48.8pp | 67.9%-40.1pp |
| Annual return | -19.25% | 3.53%-22.8pp | 35.95%-55.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,310 | $3,779-38.9% | $4,656-50.4% | $4,028-42.7% |
| Admin fee / account holder | $7,700 | $6,113+26.0% | $7,493+2.8% | $5,404+42.5% |