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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 | $61,456 | $53,128+15.7% | $86,582-29.0% | $70,126-12.4% |
| Participation rate | 52.5% | 65.3%-12.8pp | 73.5%-21.0pp | 69.5%-17.0pp |
| Annual return | 12.15% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,466 | $2,695-8.5% | $3,609-31.6% | $3,332-26.0% |
| Admin fee / account holder | $15,333 | $3,584+327.8% | $4,904+212.6% | $4,645+230.1% |