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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 | $72,337 | $54,763+32.1% | $90,324-19.9% | $72,976-0.9% |
| Participation rate | 55.8% | 65.2%-9.3pp | 73.3%-17.5pp | 69.5%-13.7pp |
| Annual return | 2.72% | 30.63%-27.9pp | 78.15%-75.4pp | 81.02%-78.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,140 | $2,887+8.8% | $3,885-19.2% | $3,608-13.0% |
| Admin fee / account holder | $12,717 | $3,973+220.0% | $5,356+137.4% | $5,124+148.2% |