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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 | $65,317 | $52,279+24.9% | $89,414-26.9% | $79,852-18.2% |
| Participation rate | 57.1% | 57.5%-0.4pp | 68.0%-10.8pp | 69.6%-12.5pp |
| Annual return | 6.12% | 22.16%-16.0pp | 245.50%-239.4pp | 31.72%-25.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,495 | $2,740+64.0% | $3,890+15.6% | $3,740+20.2% |
| Admin fee / account holder | $6,204 | $3,356+84.8% | $4,883+27.0% | $5,306+16.9% |