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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 | $67,964 | $54,541+24.6% | $78,778-13.7% | $70,126-3.1% |
| Participation rate | 48.5% | 60.8%-12.3pp | 69.2%-20.7pp | 69.5%-21.1pp |
| Annual return | 11.69% | 21.07%-9.4pp | 35.62%-23.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,890 | $2,210+30.8% | $2,958-2.3% | $3,332-13.3% |
| Admin fee / account holder | $2,896 | $3,709-21.9% | $5,134-43.6% | $4,645-37.7% |