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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 | $55,093 | $46,599+18.2% | $64,101-14.1% | $75,173-26.7% |
| Participation rate | 47.1% | 65.9%-18.9pp | 72.3%-25.3pp | 67.2%-20.1pp |
| Annual return | 10.77% | 26.06%-15.3pp | 33.72%-23.0pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,391 | $2,837-15.7% | $3,881-38.4% | $4,126-42.1% |
| Admin fee / account holder | $963 | $2,956-67.4% | $3,070-68.6% | $5,651-83.0% |