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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 | $73,108 | $71,230+2.6% | $93,727-22.0% | $80,959-9.7% |
| Participation rate | 13.6% | 60.4%-46.8pp | 68.7%-55.2pp | 67.7%-54.1pp |
| Annual return | 7.76% | 11.26%-3.5pp | 133.83%-126.1pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,293 | $4,037-68.0% | $4,417-70.7% | $4,300-69.9% |
| Admin fee / account holder | $2,370 | $6,961-65.9% | $8,292-71.4% | $6,925-65.8% |