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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 | $73,324 | $58,311+25.7% | $81,882-10.5% | $80,959-9.4% |
| Participation rate | 19.6% | 63.5%-43.9pp | 72.4%-52.8pp | 67.7%-48.1pp |
| Annual return | 10.04% | 41.85%-31.8pp | 779.47%-769.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $814 | $3,287-75.2% | $4,323-81.2% | $4,300-81.1% |
| Admin fee / account holder | $4,511 | $4,752-5.1% | $7,360-38.7% | $6,925-34.9% |