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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 | $77,257 | $63,346+22.0% | $92,240-16.2% | $70,126+10.2% |
| Participation rate | 33.3% | 68.7%-35.3pp | 76.5%-43.1pp | 69.5%-36.2pp |
| Annual return | 10.89% | 530.19%-519.3pp | 176.29%-165.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,518 | $2,854-46.8% | $3,897-61.1% | $3,332-54.5% |
| Admin fee / account holder | $2,522 | $3,841-34.3% | $5,194-51.5% | $4,645-45.7% |