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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 | $82,242 | $77,920+5.5% | $149,723-45.1% | $75,177+9.4% |
| Participation rate | 44.6% | 65.6%-21.0pp | 78.8%-34.2pp | 67.2%-22.6pp |
| Annual return | 9.57% | 31.72%-22.2pp | 134.50%-124.9pp | 160.75%-151.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,876 | $3,411+13.6% | $5,682-31.8% | $4,126-6.1% |
| Admin fee / account holder | $473 | $5,951-92.0% | $13,215-96.4% | $5,651-91.6% |