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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 | $35,773 | $80,983-55.8% | $96,544-62.9% | $75,177-52.4% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-4.9pp |
| Annual return | 11.47% | 27.05%-15.6pp | 25.88%-14.4pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,852 | $3,929-52.9% | $4,851-61.8% | $4,126-55.1% |
| Admin fee / account holder | $8,298 | $6,717+23.5% | $8,254+0.5% | $5,651+46.8% |