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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 | $76,992 | $65,027+18.4% | $90,970-15.4% | $79,852-3.6% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 8.63% | 30.45%-21.8pp | 134.58%-125.9pp | 31.72%-23.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,447 | $2,512+37.2% | $3,373+2.2% | $3,740-7.8% |
| Admin fee / account holder | $1,265 | $4,535-72.1% | $5,960-78.8% | $5,306-76.2% |