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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 | $78,023 | $65,027+20.0% | $90,970-14.2% | $79,852-2.3% |
| Participation rate | 45.3% | 61.6%-16.3pp | 69.0%-23.7pp | 69.6%-24.3pp |
| Annual return | 9.61% | 30.45%-20.8pp | 134.58%-125.0pp | 31.72%-22.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,463 | $2,512-1.9% | $3,373-27.0% | $3,740-34.1% |
| Admin fee / account holder | $12,153 | $4,535+168.0% | $5,960+103.9% | $5,306+129.0% |