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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 | $80,276 | $70,430+14.0% | $96,572-16.9% | $85,851-6.5% |
| Participation rate | 50.0% | 61.8%-11.8pp | 69.8%-19.8pp | 69.3%-19.3pp |
| Annual return | 9.59% | 18.58%-9.0pp | 37.79%-28.2pp | 318.63%-309.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,552 | $2,894-46.4% | $3,850-59.7% | $3,952-60.7% |
| Admin fee / account holder | $4,051 | $4,996-18.9% | $6,183-34.5% | $6,261-35.3% |