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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 | $79,510 | $57,140+39.2% | $85,240-6.7% | $80,959-1.8% |
| Participation rate | 26.7% | 56.4%-29.7pp | 67.5%-40.9pp | 67.7%-41.0pp |
| Annual return | 7.30% | 21.71%-14.4pp | 66.75%-59.5pp | 35.67%-28.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $963 | $3,115-69.1% | $4,527-78.7% | $4,300-77.6% |
| Admin fee / account holder | $34,043 | $4,992+582.0% | $6,165+452.2% | $6,925+391.6% |