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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 | $73,310 | $65,364+12.2% | $92,909-21.1% | $72,975+0.5% |
| Participation rate | 59.0% | 68.3%-9.3pp | 76.0%-17.0pp | 69.5%-10.5pp |
| Annual return | 7.60% | 42.11%-34.5pp | 109.44%-101.8pp | 81.01%-73.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,091 | $3,128+30.8% | $4,238-3.5% | $3,608+13.4% |
| Admin fee / account holder | $17,981 | $4,251+323.0% | $5,795+210.3% | $5,124+250.9% |