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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 | $74,264 | $65,367+13.6% | $92,915-20.1% | $72,976+1.8% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 0.17% | 42.11%-41.9pp | 109.45%-109.3pp | 81.02%-80.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,191 | $3,128+34.0% | $4,238-1.1% | $3,608+16.2% |
| Admin fee / account holder | $10,677 | $4,251+151.1% | $5,796+84.2% | $5,124+108.4% |