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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 | $57,406 | $62,672-8.4% | $185,117-69.0% | $70,126-18.1% |
| Participation rate | 65.9% | 63.8%+2.1pp | 77.3%-11.4pp | 69.5%-3.7pp |
| Annual return | 1.32% | 40.79%-39.5pp | 40.50%-39.2pp | 73.15%-71.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,360 | $3,272+2.7% | $5,045-33.4% | $3,332+0.8% |
| Admin fee / account holder | $21,219 | $3,932+439.7% | $8,159+160.1% | $4,645+356.8% |