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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 | $51,715 | $51,638+0.2% | $68,368-24.4% | $82,448-37.3% |
| Participation rate | 60.7% | 63.6%-2.9pp | 73.8%-13.0pp | 68.1%-7.4pp |
| Annual return | 12.24% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,181 | $2,914+77.8% | $4,123+25.7% | $4,139+25.2% |
| Admin fee / account holder | $12,416 | $4,643+167.4% | $5,150+141.1% | $7,234+71.6% |