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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 | $73,523 | $58,512+25.7% | $84,020-12.5% | $72,983+0.7% |
| Participation rate | 28.3% | 61.2%-32.9pp | 69.0%-40.7pp | 69.5%-41.2pp |
| Annual return | 16.10% | 28.93%-12.8pp | 71.31%-55.2pp | 81.01%-64.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,478 | $2,394-38.2% | $3,239-54.4% | $3,608-59.0% |
| Admin fee / account holder | $21,547 | $4,569+371.6% | $6,101+253.2% | $5,124+320.5% |