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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 | $60,952 | $66,813-8.8% | $100,535-39.4% | $73,497-17.1% |
| Participation rate | 51.1% | 77.5%-26.3pp | 79.4%-28.3pp | 70.7%-19.5pp |
| Annual return | 13.86% | 25.70%-11.8pp | 30.90%-17.0pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,419 | $5,883-7.9% | $6,271-13.6% | $3,740+44.9% |
| Admin fee / account holder | $9,856 | $512+1824.6% | $8,085+21.9% | $513+1820.9% |