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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 | $65,174 | $61,816+5.4% | $97,260-33.0% | $80,935-19.5% |
| Participation rate | 53.8% | 63.5%-9.6pp | 72.7%-18.8pp | 67.7%-13.8pp |
| Annual return | 9.06% | -558.73%+567.8pp | 75.54%-66.5pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,286 | $3,027-24.5% | $4,262-46.4% | $4,299-46.8% |
| Admin fee / account holder | $17,078 | $5,166+230.6% | $5,640+202.8% | $6,924+146.6% |