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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 | $68,292 | $63,703+7.2% | $93,063-26.6% | $82,448-17.2% |
| Participation rate | 49.0% | 63.8%-14.8pp | 72.1%-23.1pp | 68.1%-19.0pp |
| Annual return | 13.09% | -775.43%+788.5pp | 34.15%-21.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,396 | $2,919+16.3% | $3,958-14.2% | $4,139-18.0% |
| Admin fee / account holder | $7,182 | $5,982+20.1% | $6,033+19.0% | $7,234-0.7% |