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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 | $76,564+2.0% | $105,582-26.0% | $94,015-16.9% |
| Participation rate | 40.0% | 65.2%-25.2pp | 71.8%-31.8pp | 70.8%-30.8pp |
| Annual return | 8.89% | 20.69%-11.8pp | 18.61%-9.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,078 | $3,320-37.4% | $4,353-52.3% | $4,249-51.1% |
| Admin fee / account holder | $8,468 | $7,129+18.8% | $12,856-34.1% | $8,951-5.4% |