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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 | $67,957 | $54,245+25.3% | $93,727-27.5% | $77,762-12.6% |
| Participation rate | 18.6% | 63.9%-45.3pp | 68.7%-50.1pp | 70.6%-51.9pp |
| Annual return | 10.54% | 30.58%-20.0pp | 133.83%-123.3pp | 31.27%-20.7pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,640 | $3,144-47.8% | $4,417-62.9% | $4,651-64.7% |
| Admin fee / account holder | $13,396 | $575+2228.0% | $8,292+61.6% | $433+2994.5% |