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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 | $71,242 | $80,763-11.8% | $102,412-30.4% | $74,459-4.3% |
| Participation rate | 47.1% | 65.7%-18.6pp | 74.5%-27.4pp | 67.2%-20.2pp |
| Annual return | 10.47% | 27.57%-17.1pp | 24.94%-14.5pp | 1369.70%-1359.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,484 | $3,862-9.8% | $5,060-31.2% | $4,350-19.9% |
| Admin fee / account holder | $2,718 | $2,371+14.6% | $8,388-67.6% | $1,945+39.7% |