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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 | $73,080 | $114,119-36.0% | $107,187-31.8% | $138,895-47.4% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 9.24% | 273.21%-264.0pp | 204.55%-195.3pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,163 | $5,538-60.9% | $5,096-57.6% | $6,396-66.2% |
| Admin fee / account holder | $413 | $10,024-95.9% | $9,162-95.5% | $12,562-96.7% |