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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 | $62,365 | $58,311+7.0% | $81,882-23.8% | $80,959-23.0% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.4%-20.4pp | 67.7%-15.7pp |
| Annual return | 9.04% | 41.85%-32.8pp | 779.47%-770.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,395 | $3,287+33.7% | $4,323+1.7% | $4,300+2.2% |
| Admin fee / account holder | $3,756 | $4,752-21.0% | $7,360-49.0% | $6,925-45.8% |