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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 | $58,057+30.2% | $97,032-22.1% | $86,983-13.1% |
| Participation rate | 58.0% | 60.4%-2.4pp | 71.6%-13.6pp | 69.5%-11.5pp |
| Annual return | 12.61% | 22.26%-9.7pp | 35.38%-22.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,929 | $3,244-40.5% | $4,672-58.7% | $4,194-54.0% |
| Admin fee / account holder | $2,258 | $4,839-53.3% | $9,418-76.0% | $7,856-71.3% |