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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 | $74,098 | $65,364+13.4% | $92,909-20.2% | $72,975+1.5% |
| Participation rate | 58.5% | 68.3%-9.8pp | 76.0%-17.5pp | 69.5%-11.0pp |
| Annual return | 1.55% | 42.11%-40.6pp | 109.44%-107.9pp | 81.01%-79.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,618 | $3,128-16.3% | $4,238-38.2% | $3,608-27.4% |
| Admin fee / account holder | $16,805 | $4,251+295.3% | $5,795+190.0% | $5,124+228.0% |