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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 | $67,131 | $65,034+3.2% | $90,970-26.2% | $79,856-15.9% |
| Participation rate | 46.9% | 61.6%-14.7pp | 69.0%-22.1pp | 69.6%-22.7pp |
| Annual return | 8.02% | 30.45%-22.4pp | 134.60%-126.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,134 | $2,512-54.9% | $3,373-66.4% | $3,741-69.7% |
| Admin fee / account holder | $5,513 | $4,536+21.5% | $5,961-7.5% | $5,306+3.9% |