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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 | $69,012 | $70,366-1.9% | $66,674+3.5% | $138,895-50.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 5.88% | 386.41%-380.5pp | 321.24%-315.4pp | 145.39%-139.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,681 | $4,374+7.0% | $4,084+14.6% | $6,396-26.8% |
| Admin fee / account holder | $87,254 | $5,262+1558.0% | $5,098+1611.5% | $12,562+594.6% |