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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 | $62,824 | $56,894+10.4% | $84,753-25.9% | $62,881-0.1% |
| Participation rate | 27.3% | 68.5%-41.3pp | 76.6%-49.3pp | 69.3%-42.0pp |
| Annual return | 3.89% | 6.30%-2.4pp | 22.78%-18.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,978 | $2,709-27.0% | $3,712-46.7% | $3,203-38.2% |
| Admin fee / account holder | $18,282 | $3,581+410.5% | $5,333+242.8% | $4,296+325.6% |