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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 | $80,313 | $73,955+8.6% | $96,520-16.8% | $75,181+6.8% |
| Participation rate | 11.1% | 66.4%-55.3pp | 74.3%-63.2pp | 67.2%-56.1pp |
| Annual return | 12.15% | 26.72%-14.6pp | 35.72%-23.6pp | 160.69%-148.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,774 | $3,659-51.5% | $4,879-63.6% | $4,126-57.0% |
| Admin fee / account holder | $39,180 | $5,217+651.0% | $6,733+481.9% | $5,650+593.5% |