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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 | $55,930+16.7% | $76,089-14.2% | $80,925-19.4% |
| Participation rate | 61.1% | 62.1%-0.9pp | 69.1%-8.0pp | 67.7%-6.5pp |
| Annual return | 9.77% | 20.58%-10.8pp | 360.94%-351.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,540 | $3,051-49.5% | $4,259-63.8% | $4,299-64.2% |
| Admin fee / account holder | $10,742 | $5,241+105.0% | $6,418+67.4% | $6,940+54.8% |