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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 | $70,196 | $52,580+33.5% | $71,671-2.1% | $70,126+0.1% |
| Participation rate | 65.1% | 60.9%+4.2pp | 68.7%-3.6pp | 69.5%-4.4pp |
| Annual return | 11.37% | 20.25%-8.9pp | 20.65%-9.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,930 | $2,386-19.1% | $3,438-43.9% | $3,332-42.1% |
| Admin fee / account holder | $17,182 | $3,653+370.4% | $5,558+209.1% | $4,645+269.9% |