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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 | $85,126 | $72,492+17.4% | $87,102-2.3% | $72,983+16.6% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.1pp |
| Annual return | 2.02% | 24.46%-22.4pp | 28.19%-26.2pp | 81.01%-79.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,490 | $3,270-23.8% | $4,048-38.5% | $3,608-31.0% |
| Admin fee / account holder | $1,950 | $5,055-61.4% | $7,491-74.0% | $5,124-61.9% |