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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 | $62,408 | $51,638+20.9% | $68,368-8.7% | $82,448-24.3% |
| Participation rate | 23.3% | 63.6%-40.3pp | 73.8%-50.4pp | 68.1%-44.7pp |
| Annual return | 6.07% | 37.53%-31.5pp | 292.57%-286.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,747 | $2,914-40.0% | $4,123-57.6% | $4,139-57.8% |
| Admin fee / account holder | $39,126 | $4,643+742.6% | $5,150+659.8% | $7,234+440.8% |