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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 | $69,135 | $45,087+53.3% | $69,483-0.5% | $72,976-5.3% |
| Participation rate | 67.7% | 68.5%-0.7pp | 74.6%-6.9pp | 69.5%-1.7pp |
| Annual return | 4.60% | 22.67%-18.1pp | 28.99%-24.4pp | 81.02%-76.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,260 | $2,603-51.6% | $3,537-64.4% | $3,608-65.1% |
| Admin fee / account holder | $9,828 | $3,057+221.5% | $3,841+155.9% | $5,124+91.8% |