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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 | $88,856 | $88,672+0.2% | $105,223-15.6% | $82,448+7.8% |
| Participation rate | 51.6% | 67.9%-16.3pp | 75.0%-23.4pp | 68.1%-16.5pp |
| Annual return | 10.84% | 30.86%-20.0pp | 180.65%-169.8pp | 41.64%-30.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,276 | $4,036+5.9% | $5,072-15.7% | $4,139+3.3% |
| Admin fee / account holder | $36,740 | $7,146+414.1% | $8,859+314.7% | $7,234+407.9% |