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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 | $84,606 | $47,848+76.8% | $81,473+3.8% | $70,126+20.6% |
| Participation rate | 60.7% | 58.3%+2.4pp | 68.0%-7.2pp | 69.5%-8.8pp |
| Annual return | 12.96% | 27.25%-14.3pp | 38.78%-25.8pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,006 | $2,453+63.3% | $3,537+13.3% | $3,332+20.2% |
| Admin fee / account holder | $933 | $3,145-70.3% | $4,561-79.6% | $4,645-79.9% |