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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 | $75,591 | $60,442+25.1% | $96,754-21.9% | $87,485-13.6% |
| Participation rate | 58.0% | 58.7%-0.7pp | 70.3%-12.3pp | 68.9%-10.9pp |
| Annual return | 12.61% | 21.97%-9.4pp | 82.04%-69.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,929 | $3,280-41.2% | $4,758-59.4% | $4,274-54.9% |
| Admin fee / account holder | $2,258 | $5,069-55.5% | $8,905-74.6% | $7,775-71.0% |