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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 | $83,165 | $74,535+11.6% | $100,712-17.4% | $82,637+0.6% |
| Participation rate | 51.0% | 61.2%-10.2pp | 69.3%-18.3pp | 68.1%-17.0pp |
| Annual return | 10.91% | 18.92%-8.0pp | 33.27%-22.4pp | 53.51%-42.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,599 | $3,074-15.4% | $4,085-36.4% | $4,126-37.0% |
| Admin fee / account holder | $29,987 | $6,576+356.0% | $9,256+224.0% | $7,339+308.6% |