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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 | $62,704 | $45,082+39.1% | $69,464-9.7% | $72,975-14.1% |
| Participation rate | 25.8% | 68.5%-42.7pp | 74.6%-48.8pp | 69.5%-43.7pp |
| Annual return | 0.33% | 22.66%-22.3pp | 28.98%-28.7pp | 81.01%-80.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,073 | $2,604+18.0% | $3,536-13.1% | $3,608-14.8% |
| Admin fee / account holder | $397 | $3,057-87.0% | $3,840-89.7% | $5,124-92.2% |