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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 | $66,133 | $61,356+7.8% | $149,696-55.8% | $71,511-7.5% |
| Participation rate | 58.5% | 62.5%-4.0pp | 78.8%-20.2pp | 67.9%-9.4pp |
| Annual return | 9.23% | 35.86%-26.6pp | 134.46%-125.2pp | 28.86%-19.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,206 | $2,920+9.8% | $5,682-43.6% | $4,291-25.3% |
| Admin fee / account holder | $7,558 | $1,263+498.3% | $13,212-42.8% | $1,588+375.8% |