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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 | $77,924 | $77,9080% | $149,696-47.9% | $75,173+3.7% |
| Participation rate | 54.3% | 65.6%-11.3pp | 78.8%-24.5pp | 67.2%-12.9pp |
| Annual return | 9.79% | 31.73%-21.9pp | 134.46%-124.7pp | 160.72%-150.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,610 | $3,411-23.5% | $5,682-54.1% | $4,126-36.7% |
| Admin fee / account holder | $4,465 | $5,950-24.9% | $13,212-66.2% | $5,651-21.0% |