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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 | $86,165 | $41,377+108.2% | $109,313-21.2% | $62,881+37.0% |
| Participation rate | 68.1% | 57.5%+10.5pp | 71.3%-3.2pp | 69.3%-1.2pp |
| Annual return | 4.55% | 11.05%-6.5pp | 22.07%-17.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,392 | $2,045-31.9% | $3,166-56.0% | $3,203-56.5% |
| Admin fee / account holder | $2,370 | $2,884-17.8% | $5,666-58.2% | $4,296-44.8% |