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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 | $75,483 | $63,809+18.3% | $81,353-7.2% | $80,935-6.7% |
| Participation rate | 61.3% | 63.9%-2.6pp | 69.5%-8.2pp | 67.7%-6.4pp |
| Annual return | 9.32% | 16.37%-7.1pp | 24.82%-15.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,079 | $3,093-32.8% | $3,885-46.5% | $4,299-51.6% |
| Admin fee / account holder | $12,807 | $5,686+125.3% | $5,766+122.1% | $6,924+85.0% |