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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 | $72,324 | $66,813+8.2% | $100,530-28.1% | $73,493-1.6% |
| Participation rate | 66.9% | 77.5%-10.6pp | 79.4%-12.5pp | 70.7%-3.8pp |
| Annual return | 12.81% | 25.70%-12.9pp | 30.89%-18.1pp | 28.51%-15.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,176 | $5,883+22.0% | $6,271+14.4% | $3,740+91.9% |
| Admin fee / account holder | $2,806 | $512+448.0% | $8,083-65.3% | $513+446.9% |