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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 | $60,770 | $55,713+9.1% | $75,894-19.9% | $72,983-16.7% |
| Participation rate | 31.3% | 61.1%-29.9pp | 69.3%-38.0pp | 69.5%-38.2pp |
| Annual return | 14.21% | 27.60%-13.4pp | 30.76%-16.5pp | 81.01%-66.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,156 | $2,634-56.1% | $3,603-67.9% | $3,608-67.9% |
| Admin fee / account holder | $15,391 | $3,980+286.7% | $5,420+184.0% | $5,124+200.4% |