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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 | $72,054 | $45,041+60.0% | $63,003+14.4% | $70,131+2.7% |
| Participation rate | 69.8% | 69.5%+0.2pp | 74.8%-5.0pp | 69.5%+0.2pp |
| Annual return | 9.77% | 18.76%-9.0pp | 87.59%-77.8pp | 73.14%-63.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,332 | $2,465-5.4% | $3,329-30.0% | $3,332-30.0% |
| Admin fee / account holder | $5,685 | $2,836+100.5% | $3,600+57.9% | $4,645+22.4% |