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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 | $64,531 | $43,075+49.8% | $74,577-13.5% | $62,881+2.6% |
| Participation rate | 12.5% | 58.1%-45.6pp | 68.1%-55.6pp | 69.3%-56.8pp |
| Annual return | 4.83% | 17.50%-12.7pp | 20.47%-15.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $889 | $2,389-62.8% | $3,458-74.3% | $3,203-72.2% |
| Admin fee / account holder | $3,175 | $2,840+11.8% | $4,138-23.3% | $4,296-26.1% |