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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 | $69,368 | $50,947+36.2% | $74,549-6.9% | $64,173+8.1% |
| Participation rate | 48.1% | 61.1%-13.0pp | 69.1%-21.1pp | 69.6%-21.5pp |
| Annual return | -8.85% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,404 | $2,302+91.4% | $3,108+41.7% | $3,470+26.9% |
| Admin fee / account holder | $4,889 | $4,221+15.8% | $5,059-3.4% | $4,8870% |