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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 | $62,823 | $58,311+7.7% | $81,882-23.3% | $80,959-22.4% |
| Participation rate | 37.9% | 63.5%-25.6pp | 72.4%-34.5pp | 67.7%-29.7pp |
| Annual return | 8.04% | 41.85%-33.8pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $755 | $3,287-77.0% | $4,323-82.5% | $4,300-82.4% |
| Admin fee / account holder | $76,629 | $4,752+1512.5% | $7,360+941.2% | $6,925+1006.5% |