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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 | $71,367 | $45,087+58.3% | $69,483+2.7% | $72,976-2.2% |
| Participation rate | 59.5% | 68.5%-9.0pp | 74.6%-15.1pp | 69.5%-10.0pp |
| Annual return | 3.04% | 22.67%-19.6pp | 28.99%-26.0pp | 81.02%-78.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,682 | $2,603+41.5% | $3,537+4.1% | $3,608+2.1% |
| Admin fee / account holder | $1,280 | $3,057-58.1% | $3,841-66.7% | $5,124-75.0% |