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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 | $74,037 | $63,346+16.9% | $92,240-19.7% | $70,126+5.6% |
| Participation rate | 55.3% | 68.7%-13.4pp | 76.5%-21.2pp | 69.5%-14.3pp |
| Annual return | 5.79% | 530.19%-524.4pp | 176.29%-170.5pp | 73.15%-67.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,206 | $2,854-22.7% | $3,897-43.4% | $3,332-33.8% |
| Admin fee / account holder | $1,185 | $3,841-69.1% | $5,194-77.2% | $4,645-74.5% |