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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 | $89,147 | $72,273+23.3% | $101,275-12.0% | $79,856+11.6% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 7.04% | 22.30%-15.3pp | 46.48%-39.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,453 | $3,282-25.3% | $4,371-43.9% | $3,741-34.4% |
| Admin fee / account holder | $11,809 | $4,401+168.3% | $5,948+98.5% | $5,306+122.5% |