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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 | $80,748-9.0% | $102,383-28.2% | $74,429-1.2% |
| Participation rate | 37.5% | 65.7%-28.2pp | 74.5%-37.0pp | 67.2%-29.7pp |
| Annual return | 10.64% | 27.57%-16.9pp | 24.94%-14.3pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,616 | $3,861-32.2% | $5,060-48.3% | $4,348-39.8% |
| Admin fee / account holder | $6,333 | $2,371+167.1% | $8,391-24.5% | $1,944+225.7% |