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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 | $74,106 | $65,027+14.0% | $90,970-18.5% | $79,852-7.2% |
| Participation rate | 51.3% | 61.6%-10.3pp | 69.0%-17.7pp | 69.6%-18.4pp |
| Annual return | 2.75% | 30.45%-27.7pp | 134.58%-131.8pp | 31.72%-29.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,512 | $2,512-39.8% | $3,373-55.2% | $3,740-59.6% |
| Admin fee / account holder | $1,527 | $4,535-66.3% | $5,960-74.4% | $5,306-71.2% |