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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 | $81,476 | $73,955+10.2% | $96,520-15.6% | $75,181+8.4% |
| Participation rate | 52.2% | 66.4%-14.2pp | 74.3%-22.1pp | 67.2%-15.0pp |
| Annual return | 13.02% | 26.72%-13.7pp | 35.72%-22.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,825 | $3,659+4.5% | $4,879-21.6% | $4,126-7.3% |
| Admin fee / account holder | $9,453 | $5,217+81.2% | $6,733+40.4% | $5,650+67.3% |