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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 | $57,071 | $53,128+7.4% | $86,581-34.1% | $70,124-18.6% |
| Participation rate | 33.9% | 65.3%-31.4pp | 73.5%-39.6pp | 69.5%-35.6pp |
| Annual return | 10.42% | 27.66%-17.2pp | 965.06%-954.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,132 | $2,695-58.0% | $3,609-68.6% | $3,332-66.0% |
| Admin fee / account holder | $9,539 | $3,584+166.2% | $4,904+94.5% | $4,645+105.3% |