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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 | $79,937 | $81,208-1.6% | $98,916-19.2% | $79,858+0.1% |
| Participation rate | 57.7% | 72.5%-14.8pp | 76.0%-18.3pp | 69.6%-11.9pp |
| Annual return | 8.28% | 60.99%-52.7pp | 196.45%-188.2pp | 31.72%-23.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,838 | $3,265-13.1% | $4,245-33.1% | $3,740-24.1% |
| Admin fee / account holder | $13,751 | $6,013+128.7% | $6,642+107.0% | $5,306+159.2% |