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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 | $72,458 | $47,944+51.1% | $67,834+6.8% | $62,881+15.2% |
| Participation rate | 61.1% | 61.1%0pp | 68.8%-7.7pp | 69.3%-8.2pp |
| Annual return | 4.01% | 11.77%-7.8pp | 138.47%-134.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,261 | $2,247+45.2% | $3,160+3.2% | $3,203+1.8% |
| Admin fee / account holder | $28,569 | $3,712+669.7% | $4,622+518.1% | $4,296+565.1% |