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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 | $69,557 | $55,423+25.5% | $155,602-55.3% | $74,400-6.5% |
| Participation rate | 29.7% | 61.9%-32.1pp | 78.2%-48.5pp | 67.2%-37.5pp |
| Annual return | 8.79% | 269.07%-260.3pp | 64.81%-56.0pp | 1367.51%-1358.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,451 | $2,835+21.7% | $5,629-38.7% | $4,348-20.6% |
| Admin fee / account holder | $21,947 | $1,744+1158.1% | $15,923+37.8% | $1,944+1029.2% |