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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 | $80,984 | $46,877+72.8% | $122,354-33.8% | $70,126+15.5% |
| Participation rate | 57.3% | 58.2%-0.9pp | 71.6%-14.3pp | 69.5%-12.2pp |
| Annual return | 9.09% | 24.22%-15.1pp | 30.28%-21.2pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,381 | $2,167+56.0% | $3,287+2.9% | $3,332+1.5% |
| Admin fee / account holder | $21,099 | $3,324+534.8% | $5,479+285.1% | $4,645+354.2% |