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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 | $55,437+25.5% | $155,534-55.3% | $74,459-6.6% |
| Participation rate | 29.7% | 61.9%-32.1pp | 78.2%-48.5pp | 67.2%-37.5pp |
| Annual return | 8.79% | 269.58%-260.8pp | 64.92%-56.1pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,451 | $2,837+21.6% | $5,630-38.7% | $4,350-20.7% |
| Admin fee / account holder | $21,947 | $1,742+1159.6% | $15,900+38.0% | $1,945+1028.5% |