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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 | $73,534 | $72,269+1.7% | $101,271-27.4% | $79,852-7.9% |
| Participation rate | 60.5% | 68.5%-7.9pp | 75.8%-15.3pp | 69.6%-9.1pp |
| Annual return | 2.36% | 22.29%-19.9pp | 46.48%-44.1pp | 31.72%-29.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,036 | $3,282-7.5% | $4,371-30.5% | $3,740-18.8% |
| Admin fee / account holder | $6,819 | $4,401+54.9% | $5,948+14.7% | $5,306+28.5% |