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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 | $63,931 | $49,025+30.4% | $87,502-26.9% | $62,881+1.7% |
| Participation rate | 29.4% | 64.9%-35.5pp | 73.8%-44.4pp | 69.3%-39.9pp |
| Annual return | 3.79% | 10.02%-6.2pp | 12.21%-8.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,207 | $2,289+40.1% | $3,149+1.9% | $3,203+0.1% |
| Admin fee / account holder | $24,116 | $4,065+493.2% | $4,221+471.4% | $4,296+461.4% |