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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 | $62,964 | $29,319+114.8% | $52,425+20.1% | $82,448-23.6% |
| Participation rate | 58.6% | 46.9%+11.8pp | 55.6%+3.0pp | 68.1%-9.4pp |
| Annual return | 12.45% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,994 | $1,171+155.6% | $1,790+67.2% | $4,139-27.7% |
| Admin fee / account holder | $963 | $1,962-50.9% | $2,495-61.4% | $7,234-86.7% |