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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 | $80,245 | $77,896+3.0% | $134,172-40.2% | $82,448-2.7% |
| Participation rate | 59.3% | 62.8%-3.5pp | 72.5%-13.2pp | 68.1%-8.8pp |
| Annual return | 8.92% | 18.21%-9.3pp | 25.30%-16.4pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,463 | $3,162-53.7% | $4,690-68.8% | $4,139-64.7% |
| Admin fee / account holder | $13,182 | $6,336+108.0% | $12,016+9.7% | $7,234+82.2% |