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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 | $66,775 | $51,184+30.5% | $66,439+0.5% | $86,983-23.2% |
| Participation rate | 20.3% | 68.5%-48.2pp | 74.5%-54.2pp | 69.5%-49.3pp |
| Annual return | 8.94% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,117 | $2,927-61.8% | $3,876-71.2% | $4,194-73.4% |
| Admin fee / account holder | $1,970 | $4,154-52.6% | $6,173-68.1% | $7,856-74.9% |