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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 | $62,599 | $54,674+14.5% | $76,089-17.7% | $74,429-15.9% |
| Participation rate | 26.9% | 60.3%-33.4pp | 69.1%-42.2pp | 67.2%-40.3pp |
| Annual return | 9.30% | 31.89%-22.6pp | 360.94%-351.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,739 | $3,071-43.4% | $4,259-59.2% | $4,348-60.0% |
| Admin fee / account holder | $12,157 | $2,238+443.2% | $6,418+89.4% | $1,944+525.2% |