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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 | $59,440+34.8% | $78,004+2.8% | $82,637-3.0% |
| Participation rate | 48.4% | 62.8%-14.4pp | 69.4%-21.1pp | 68.1%-19.7pp |
| Annual return | 4.02% | 40.24%-36.2pp | 31.07%-27.1pp | 53.51%-49.5pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,053 | $3,138-34.6% | $4,092-49.8% | $4,126-50.2% |
| Admin fee / account holder | $11,539 | $5,504+109.7% | $7,578+52.3% | $7,339+57.2% |