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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 | $66,775 | $55,457+20.4% | $77,361-13.7% | $94,015-29.0% |
| Participation rate | 20.3% | 69.8%-49.6pp | 75.0%-54.7pp | 70.8%-50.6pp |
| Annual return | 8.94% | 15.57%-6.6pp | 1011.54%-1002.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,117 | $3,069-63.6% | $3,911-71.4% | $4,249-73.7% |
| Admin fee / account holder | $1,970 | $4,334-54.5% | $5,894-66.6% | $8,951-78.0% |