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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 | $66,516 | $60,349+10.2% | $74,184-10.3% | $62,881+5.8% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | -5.37% | 21.38%-26.7pp | 17.74%-23.1pp | 20.14%-25.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,221 | $2,856+12.8% | $3,550-9.3% | $3,203+0.6% |
| Admin fee / account holder | $12,729 | $4,261+198.8% | $5,586+127.9% | $4,296+196.3% |