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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 | $73,584 | $71,353+3.1% | $92,805-20.7% | $86,983-15.4% |
| Participation rate | 54.0% | 80.9%-26.9pp | 83.5%-29.5pp | 69.5%-15.5pp |
| Annual return | 8.30% | 44.68%-36.4pp | 31.59%-23.3pp | 25.83%-17.5pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,843 | $6,966-16.1% | $8,448-30.8% | $4,194+39.3% |
| Admin fee / account holder | $23,041 | $6,099+277.8% | $10,911+111.2% | $7,856+193.3% |