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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 | $56,548 | $48,364+16.9% | $71,796-21.2% | $62,881-10.1% |
| Participation rate | 61.5% | 60.6%+0.9pp | 69.1%-7.6pp | 69.3%-7.8pp |
| Annual return | 4.05% | 13.16%-9.1pp | 78.04%-74.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,488 | $2,091+19.0% | $2,794-11.0% | $3,203-22.3% |
| Admin fee / account holder | $5,417 | $3,771+43.6% | $4,815+12.5% | $4,296+26.1% |