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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 | $80,472 | $86,294-6.7% | $111,303-27.7% | $85,856-6.3% |
| Participation rate | 65.1% | 73.3%-8.2pp | 77.3%-12.2pp | 69.3%-4.2pp |
| Annual return | 9.24% | 19.99%-10.7pp | 54.66%-45.4pp | 318.58%-309.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,845 | $3,641-21.8% | $4,487-36.6% | $3,952-28.0% |
| Admin fee / account holder | $671 | $8,189-91.8% | $7,966-91.6% | $6,261-89.3% |