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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 | $57,584 | $53,127+8.4% | $86,597-33.5% | $70,131-17.9% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.1pp | 69.5%-34.1pp |
| Annual return | 7.27% | 27.66%-20.4pp | 964.96%-957.7pp | 73.14%-65.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,157 | $2,696-57.1% | $3,609-67.9% | $3,332-65.3% |
| Admin fee / account holder | $29,731 | $3,585+729.2% | $4,906+506.1% | $4,645+540.0% |