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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 | $68,056 | $80,985-16.0% | $96,576-29.5% | $75,181-9.5% |
| Participation rate | 34.6% | 71.8%-37.2pp | 76.0%-41.4pp | 67.2%-32.6pp |
| Annual return | 11.53% | 27.05%-15.5pp | 25.87%-14.3pp | 160.69%-149.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,466 | $3,929-11.8% | $4,851-28.6% | $4,126-16.0% |
| Admin fee / account holder | $3,361 | $6,719-50.0% | $8,253-59.3% | $5,650-40.5% |