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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 | $74,087 | $70,430+5.2% | $96,572-23.3% | $85,851-13.7% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 7.49% | 18.58%-11.1pp | 37.79%-30.3pp | 318.63%-311.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,334 | $2,894+15.2% | $3,850-13.4% | $3,952-15.6% |
| Admin fee / account holder | $13,616 | $4,996+172.5% | $6,183+120.2% | $6,261+117.5% |