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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 | $77,349 | $70,366+9.9% | $66,674+16.0% | $138,895-44.3% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.7%-8.7pp | 79.9%-14.9pp |
| Annual return | 9.72% | 386.41%-376.7pp | 321.24%-311.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,941 | $4,374-32.8% | $4,084-28.0% | $6,396-54.0% |
| Admin fee / account holder | $933 | $5,262-82.3% | $5,098-81.7% | $12,562-92.6% |