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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 | $57,590+31.3% | $86,233-12.3% | $82,448-8.3% |
| Participation rate | 58.0% | 57.9%+0.1pp | 69.0%-11.0pp | 68.1%-10.1pp |
| Annual return | 12.61% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,929 | $3,080-37.4% | $4,559-57.7% | $4,139-53.4% |
| Admin fee / account holder | $2,258 | $4,730-52.3% | $8,342-72.9% | $7,234-68.8% |