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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 | $78,104 | $69,444+12.5% | $92,985-16.0% | $87,485-10.7% |
| Participation rate | 40.0% | 63.3%-23.3pp | 69.5%-29.5pp | 68.9%-28.9pp |
| Annual return | 8.89% | 23.85%-15.0pp | 27.99%-19.1pp | 26.06%-17.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,078 | $3,364-38.2% | $4,377-52.5% | $4,274-51.4% |
| Admin fee / account holder | $8,468 | $6,137+38.0% | $9,463-10.5% | $7,775+8.9% |