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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 | $80,138 | $91,559-12.5% | $133,971-40.2% | $79,852+0.4% |
| Participation rate | 65.8% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.8pp |
| Annual return | 10.04% | 61.85%-51.8pp | 45.09%-35.1pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,927 | $3,734-48.4% | $5,047-61.8% | $3,740-48.5% |
| Admin fee / account holder | $1,485 | $6,321-76.5% | $8,929-83.4% | $5,306-72.0% |