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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 | $78,435 | $67,894+15.5% | $89,340-12.2% | $82,448-4.9% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 12.57% | 19.21%-6.6pp | 20.57%-8.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,103 | $3,072-64.1% | $3,823-71.1% | $4,139-73.3% |
| Admin fee / account holder | $10,842 | $5,723+89.5% | $6,704+61.7% | $7,234+49.9% |