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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 | $60,512 | $60,349+0.3% | $74,184-18.4% | $62,881-3.8% |
| Participation rate | 65.7% | 72.7%-7.0pp | 76.6%-10.9pp | 69.3%-3.6pp |
| Annual return | 1.22% | 21.38%-20.2pp | 17.74%-16.5pp | 20.14%-18.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,041 | $2,856+41.5% | $3,550+13.8% | $3,203+26.2% |
| Admin fee / account holder | $49,304 | $4,261+1057.2% | $5,586+782.7% | $4,296+1047.8% |