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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 | $78,698 | $78,423+0.4% | $95,964-18.0% | $79,856-1.5% |
| Participation rate | 40.5% | 73.5%-33.0pp | 77.1%-36.5pp | 69.6%-29.1pp |
| Annual return | 9.73% | 19.37%-9.6pp | 91.64%-81.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,243 | $3,440-34.8% | $4,167-46.2% | $3,741-40.0% |
| Admin fee / account holder | $22,365 | $5,622+297.8% | $6,797+229.0% | $5,306+321.5% |