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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 | $55,750 | $51,207+8.9% | $70,565-21.0% | $75,177-25.8% |
| Participation rate | 53.3% | 61.0%-7.6pp | 68.4%-15.0pp | 67.2%-13.9pp |
| Annual return | 8.75% | 30.05%-21.3pp | 32.79%-24.0pp | 160.75%-152.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,388 | $2,850-16.2% | $4,568-47.7% | $4,126-42.1% |
| Admin fee / account holder | $22,878 | $4,097+458.3% | $6,430+255.8% | $5,651+304.8% |