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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 | $73,787+23.5% | $98,716-7.7% | $82,448+10.6% |
| Participation rate | 65.7% | 61.4%+4.3pp | 69.3%-3.6pp | 68.1%-2.4pp |
| Annual return | 9.31% | 18.57%-9.3pp | 31.81%-22.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,888 | $3,081+91.1% | $4,048+45.5% | $4,139+42.2% |
| Admin fee / account holder | $23,042 | $6,500+254.5% | $8,703+164.8% | $7,234+218.5% |