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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 | $71,731 | $55,889+28.3% | $76,119-5.8% | $80,935-11.4% |
| Participation rate | 48.4% | 62.1%-13.7pp | 69.1%-20.7pp | 67.7%-19.3pp |
| Annual return | 9.56% | 20.58%-11.0pp | 361.25%-351.7pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,818 | $3,051+25.1% | $4,259-10.3% | $4,299-11.2% |
| Admin fee / account holder | $13,644 | $5,241+160.3% | $6,421+112.5% | $6,924+97.0% |