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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 | $74,804 | $80,332-6.9% | $107,187-30.2% | $64,097+16.7% |
| Participation rate | 20.7% | 54.4%-33.7pp | 75.0%-54.3pp | 55.2%-34.5pp |
| Annual return | 11.43% | 24.26%-12.8pp | 204.55%-193.1pp | 34.64%-23.2pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,452 | $3,109-53.3% | $5,096-71.5% | $3,080-52.9% |
| Admin fee / account holder | $5,473 | $4,314+26.9% | $9,162-40.3% | $3,454+58.4% |