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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 | $73,331 | $73,978-0.9% | $96,515-24.0% | $75,173-2.5% |
| Participation rate | 47.4% | 66.4%-19.1pp | 74.3%-27.0pp | 67.2%-19.8pp |
| Annual return | 10.15% | 26.72%-16.6pp | 35.73%-25.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,638 | $3,660-0.6% | $4,880-25.4% | $4,126-11.8% |
| Admin fee / account holder | $1,132 | $5,219-78.3% | $6,735-83.2% | $5,651-80.0% |