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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 | $71,477 | $60,349+18.4% | $74,184-3.6% | $62,881+13.7% |
| Participation rate | 65.5% | 72.7%-7.3pp | 76.6%-11.2pp | 69.3%-3.9pp |
| Annual return | 3.95% | 21.38%-17.4pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,123 | $2,856-25.7% | $3,550-40.2% | $3,203-33.7% |
| Admin fee / account holder | $18,066 | $4,261+324.0% | $5,586+223.4% | $4,296+320.5% |