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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 | $87,454 | $85,766+2.0% | $136,298-35.8% | $70,126+24.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 10.93% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,247 | $5,051-15.9% | $6,247-32.0% | $3,332+27.5% |
| Admin fee / account holder | $779 | $5,421-85.6% | $9,244-91.6% | $4,645-83.2% |