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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 | $78,520-6.3% | $96,576-23.8% | $82,448-10.8% |
| Participation rate | 54.0% | 77.7%-23.7pp | 81.4%-27.4pp | 68.1%-14.1pp |
| Annual return | 8.30% | 41.30%-33.0pp | 38.47%-30.2pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,843 | $6,754-13.5% | $7,956-26.6% | $4,139+41.2% |
| Admin fee / account holder | $23,041 | $13,455+71.3% | $11,381+102.5% | $7,234+218.5% |