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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 | $75,921 | $71,197+6.6% | $93,669-18.9% | $80,925-6.2% |
| Participation rate | 39.4% | 60.4%-21.0pp | 68.7%-29.3pp | 67.7%-28.3pp |
| Annual return | 8.07% | 11.27%-3.2pp | 133.59%-125.5pp | 35.65%-27.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,891 | $4,036-28.4% | $4,416-34.5% | $4,299-32.7% |
| Admin fee / account holder | $6,482 | $6,959-6.9% | $8,291-21.8% | $6,940-6.6% |