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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 | $57,061+39.3% | $85,063-6.5% | $80,911-1.7% |
| Participation rate | 26.7% | 56.3%-29.7pp | 67.5%-40.8pp | 67.6%-41.0pp |
| Annual return | 7.30% | 21.66%-14.4pp | 66.54%-59.2pp | 35.63%-28.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $963 | $3,110-69.0% | $4,523-78.7% | $4,297-77.6% |
| Admin fee / account holder | $34,043 | $4,986+582.7% | $6,155+453.1% | $6,935+390.9% |