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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 | $79,719 | $58,587+36.1% | $83,322-4.3% | $64,173+24.2% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -10.00% | 9.65%-19.6pp | 10.64%-20.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,428 | $4,654-26.4% | $5,565-38.4% | $3,470-1.2% |
| Admin fee / account holder | $1,002 | $9,279-89.2% | $7,540-86.7% | $4,887-79.5% |