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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 | $72,178 | $57,541+25.4% | $95,740-24.6% | $75,173-4.0% |
| Participation rate | 31.1% | 62.5%-31.4pp | 72.3%-41.2pp | 67.2%-36.1pp |
| Annual return | 8.13% | 34.93%-26.8pp | 28.41%-20.3pp | 160.72%-152.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,445 | $3,074-53.0% | $4,244-65.9% | $4,126-65.0% |
| Admin fee / account holder | $423 | $4,099-89.7% | $5,676-92.6% | $5,651-92.5% |