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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 | $61,053 | $71,215-14.3% | $93,696-34.8% | $80,935-24.6% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.7%-6.4pp |
| Annual return | 9.60% | 11.27%-1.7pp | 133.74%-124.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,115 | $4,037+101.0% | $4,417+83.7% | $4,299+88.7% |
| Admin fee / account holder | $17,003 | $6,958+144.4% | $8,287+105.2% | $6,924+145.5% |