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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 | $79,727 | $73,988+7.8% | $96,538-17.4% | $75,177+6.1% |
| Participation rate | 60.6% | 66.4%-5.8pp | 74.3%-13.7pp | 67.2%-6.6pp |
| Annual return | 7.26% | 26.73%-19.5pp | 35.74%-28.5pp | 160.75%-153.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,435 | $3,660+130.4% | $4,880+72.8% | $4,126+104.4% |
| Admin fee / account holder | $12,611 | $5,220+141.6% | $6,737+87.2% | $5,651+123.2% |