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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 | $67,612 | $52,306+29.3% | $69,779-3.1% | $62,881+7.5% |
| Participation rate | 6.7% | 67.2%-60.6pp | 71.8%-65.2pp | 69.3%-62.6pp |
| Annual return | 3.76% | 13.35%-9.6pp | 12.99%-9.2pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,638 | $2,395+51.9% | $2,931+24.1% | $3,203+13.6% |
| Admin fee / account holder | $443 | $3,691-88.0% | $4,381-89.9% | $4,296-89.7% |