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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 | $86,585 | $70,532+22.8% | $68,948+25.6% | $137,256-36.9% |
| Participation rate | 50.0% | 81.0%-31.0pp | 79.2%-29.2pp | 80.0%-30.0pp |
| Annual return | 10.40% | 32.56%-22.2pp | 28.39%-18.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,373 | $6,773-79.7% | $6,186-77.8% | $6,407-78.6% |
| Admin fee / account holder | $1,590 | $7,916-79.9% | $7,539-78.9% | $12,270-87.0% |