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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 | $73,503 | $80,781-9.0% | $102,437-28.2% | $74,478-1.3% |
| Participation rate | 37.5% | 65.7%-28.2pp | 74.5%-37.0pp | 67.2%-29.7pp |
| Annual return | 10.64% | 27.58%-16.9pp | 24.95%-14.3pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,616 | $3,862-32.3% | $5,060-48.3% | $4,350-39.9% |
| Admin fee / account holder | $6,333 | $2,372+167.0% | $8,388-24.5% | $1,946+225.5% |