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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 | $81,502 | $76,834+6.1% | $108,359-24.8% | $87,485-6.8% |
| Participation rate | 51.8% | 61.7%-9.9pp | 70.1%-18.3pp | 68.9%-17.1pp |
| Annual return | 7.28% | 19.09%-11.8pp | 36.89%-29.6pp | 26.06%-18.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,758 | $3,100-43.3% | $4,137-57.5% | $4,274-58.9% |
| Admin fee / account holder | $1,654 | $6,537-74.7% | $9,741-83.0% | $7,775-78.7% |