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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 | $91,149 | $74,535+22.3% | $100,712-9.5% | $82,637+10.3% |
| Participation rate | 65.7% | 61.2%+4.5pp | 69.3%-3.6pp | 68.1%-2.3pp |
| Annual return | 9.31% | 18.92%-9.6pp | 33.27%-24.0pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,888 | $3,074+91.6% | $4,085+44.1% | $4,126+42.7% |
| Admin fee / account holder | $23,042 | $6,576+250.4% | $9,256+148.9% | $7,339+214.0% |