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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 | $76,520 | $72,177+6.0% | $115,038-33.5% | $59,633+28.3% |
| Participation rate | 53.1% | 72.6%-19.4pp | 81.4%-28.2pp | 68.7%-15.5pp |
| Annual return | -3.44% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,175 | $4,783-54.5% | $6,026-63.9% | $3,192-31.9% |
| Admin fee / account holder | $573 | $4,927-88.4% | $8,175-93.0% | $4,297-86.7% |