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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 | $55,275 | $41,377+33.6% | $109,313-49.4% | $62,881-12.1% |
| Participation rate | 66.7% | 57.5%+9.1pp | 71.3%-4.6pp | 69.3%-2.6pp |
| Annual return | 0.73% | 11.05%-10.3pp | 22.07%-21.3pp | 20.14%-19.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,918 | $2,045+42.7% | $3,166-7.9% | $3,203-8.9% |
| Admin fee / account holder | $1,632 | $2,884-43.4% | $5,666-71.2% | $4,296-62.0% |