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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 | $71,878 | $54,541+31.8% | $78,778-8.8% | $70,126+2.5% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 10.49% | 21.07%-10.6pp | 35.62%-25.1pp | 73.15%-62.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,988 | $2,210-10.0% | $2,958-32.8% | $3,332-40.3% |
| Admin fee / account holder | $18,737 | $3,709+405.2% | $5,134+265.0% | $4,645+303.3% |