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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 | $81,766 | $60,139+36.0% | $90,461-9.6% | $79,856+2.4% |
| Participation rate | 65.0% | 65.0%0pp | 72.7%-7.7pp | 69.6%-4.6pp |
| Annual return | 9.63% | 71.96%-62.3pp | 1294.76%-1285.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,054 | $2,939+3.9% | $3,964-23.0% | $3,741-18.3% |
| Admin fee / account holder | $11,607 | $3,978+191.8% | $5,617+106.7% | $5,306+118.7% |