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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 | $73,785 | $63,082+17.0% | $81,716-9.7% | $79,852-7.6% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 7.97% | 22.66%-14.7pp | 29.49%-21.5pp | 31.72%-23.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,510 | $2,780-45.7% | $7,108-78.8% | $3,740-59.6% |
| Admin fee / account holder | $18,850 | $4,428+325.7% | $5,159+265.3% | $5,306+255.2% |