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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 | $88,119 | $71,230+23.7% | $93,727-6.0% | $80,959+8.8% |
| Participation rate | 64.0% | 60.4%+3.6pp | 68.7%-4.7pp | 67.7%-3.7pp |
| Annual return | 9.53% | 11.26%-1.7pp | 133.83%-124.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,010 | $4,037-25.4% | $4,417-31.8% | $4,300-30.0% |
| Admin fee / account holder | $33,195 | $6,961+376.9% | $8,292+300.3% | $6,925+379.3% |