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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 | $81,332 | $59,839+35.9% | $81,991-0.8% | $79,852+1.9% |
| Participation rate | 32.5% | 61.6%-29.1pp | 69.3%-36.8pp | 69.6%-37.1pp |
| Annual return | 9.07% | 17.56%-8.5pp | 41.31%-32.2pp | 31.72%-22.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,900 | $2,695-29.5% | $3,722-48.9% | $3,740-49.2% |
| Admin fee / account holder | $3,242 | $4,287-24.4% | $5,665-42.8% | $5,306-38.9% |