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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 | $76,703 | $67,602+13.5% | $82,312-6.8% | $70,126+9.4% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.7pp | 69.5%-14.4pp |
| Annual return | 10.42% | 21.57%-11.2pp | 25.88%-15.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,172 | $2,987+39.7% | $3,706+12.6% | $3,332+25.2% |
| Admin fee / account holder | $1,700 | $4,512-62.3% | $5,608-69.7% | $4,645-63.4% |