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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 | $67,169 | $87,733-23.4% | $106,555-37.0% | $85,847-21.8% |
| Participation rate | 67.9% | 71.9%-4.1pp | 76.1%-8.3pp | 69.3%-1.5pp |
| Annual return | 8.83% | 21.86%-13.0pp | 26.80%-18.0pp | 318.61%-309.8pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,632 | $3,469+4.7% | $4,399-17.4% | $3,952-8.1% |
| Admin fee / account holder | $2,038 | $6,767-69.9% | $7,408-72.5% | $6,261-67.4% |