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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 | $65,249 | $56,060+16.4% | $76,002-14.1% | $80,874-19.3% |
| Participation rate | 61.1% | 62.0%-0.9pp | 69.1%-8.0pp | 67.6%-6.5pp |
| Annual return | 9.77% | 20.54%-10.8pp | 360.07%-350.3pp | 35.62%-25.8pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,540 | $3,051-49.5% | $4,257-63.8% | $4,297-64.2% |
| Admin fee / account holder | $10,742 | $5,237+105.1% | $6,414+67.5% | $6,935+54.9% |