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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 | $83,314 | $65,034+28.1% | $90,970-8.4% | $79,856+4.3% |
| Participation rate | 47.2% | 61.6%-14.4pp | 69.0%-21.8pp | 69.6%-22.4pp |
| Annual return | 5.05% | 30.45%-25.4pp | 134.60%-129.5pp | 31.71%-26.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,699 | $2,512+7.4% | $3,373-20.0% | $3,741-27.9% |
| Admin fee / account holder | $882 | $4,536-80.6% | $5,961-85.2% | $5,306-83.4% |