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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 | $84,764 | $99,994-15.2% | $146,643-42.2% | $85,847-1.3% |
| Participation rate | 61.4% | 73.1%-11.6pp | 80.1%-18.6pp | 69.3%-7.9pp |
| Annual return | 11.08% | 18.93%-7.9pp | 22.75%-11.7pp | 318.61%-307.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,245 | $4,006+6.0% | $5,506-22.9% | $3,952+7.4% |
| Admin fee / account holder | $10,197 | $7,703+32.4% | $10,280-0.8% | $6,261+62.9% |