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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 | $127,787 | $65,027+96.5% | $90,970+40.5% | $79,852+60.0% |
| Participation rate | 57.8% | 61.6%-3.8pp | 69.0%-11.2pp | 69.6%-11.8pp |
| Annual return | 4.50% | 30.45%-26.0pp | 134.58%-130.1pp | 31.72%-27.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,092 | $2,512+62.9% | $3,373+21.3% | $3,740+9.4% |
| Admin fee / account holder | $495 | $4,535-89.1% | $5,960-91.7% | $5,306-90.7% |