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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 | $76,170 | $87,166-12.6% | $76,735-0.7% | $137,256-44.5% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 8.62% | 26.50%-17.9pp | 29.77%-21.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,220 | $4,726-74.2% | $4,088-70.2% | $6,407-81.0% |
| Admin fee / account holder | $352 | $8,403-95.8% | $7,189-95.1% | $12,270-97.1% |