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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 | $63,984 | $62,672+2.1% | $185,117-65.4% | $70,126-8.8% |
| Participation rate | 34.0% | 63.8%-29.7pp | 77.3%-43.2pp | 69.5%-35.5pp |
| Annual return | 9.31% | 40.79%-31.5pp | 40.50%-31.2pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,533 | $3,272-22.6% | $5,045-49.8% | $3,332-24.0% |
| Admin fee / account holder | $12,324 | $3,932+213.4% | $8,159+51.0% | $4,645+165.3% |