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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 | $65,648 | $54,573+20.3% | $90,970-27.8% | $73,493-10.7% |
| Participation rate | 58.0% | 61.2%-3.2pp | 69.0%-11.0pp | 70.7%-12.7pp |
| Annual return | 8.42% | 16.69%-8.3pp | 134.58%-126.2pp | 28.51%-20.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,347 | $2,517-6.7% | $3,373-30.4% | $3,740-37.2% |
| Admin fee / account holder | $3,557 | $521+582.1% | $5,960-40.3% | $513+593.2% |