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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 | $80,152 | $58,627+36.7% | $76,735+4.5% | $82,448-2.8% |
| Participation rate | 48.4% | 63.2%-14.8pp | 69.5%-21.1pp | 68.1%-19.7pp |
| Annual return | 4.02% | 39.10%-35.1pp | 29.77%-25.8pp | 41.64%-37.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,053 | $3,134-34.5% | $4,088-49.8% | $4,139-50.4% |
| Admin fee / account holder | $11,539 | $5,323+116.8% | $7,189+60.5% | $7,234+59.5% |