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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 | $82,088 | $81,476+0.8% | $102,383-19.8% | $80,925+1.4% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.7%-21.0pp |
| Annual return | 9.81% | 25.59%-15.8pp | 24.94%-15.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,975 | $3,871-49.0% | $5,060-61.0% | $4,299-54.1% |
| Admin fee / account holder | $27,614 | $6,717+311.1% | $8,391+229.1% | $6,940+297.9% |