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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 | $58,968 | $51,638+14.2% | $68,368-13.7% | $82,448-28.5% |
| Participation rate | 42.9% | 63.6%-20.8pp | 73.8%-30.9pp | 68.1%-25.2pp |
| Annual return | 11.06% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,931 | $2,914+0.6% | $4,123-28.9% | $4,139-29.2% |
| Admin fee / account holder | $7,040 | $4,643+51.6% | $5,150+36.7% | $7,234-2.7% |