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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 | $73,529 | $60,393+21.8% | $81,820-10.1% | $74,429-1.2% |
| Participation rate | 52.9% | 62.9%-10.0pp | 72.4%-19.4pp | 67.2%-14.3pp |
| Annual return | 11.23% | 16.89%-5.7pp | 777.93%-766.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,788 | $3,397-17.9% | $4,323-35.5% | $4,348-35.9% |
| Admin fee / account holder | $1,793 | $1,491+20.2% | $7,391-75.7% | $1,944-7.8% |