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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 | $61,216 | $58,099+5.4% | $76,872-20.4% | $75,173-18.6% |
| Participation rate | 61.9% | 63.9%-2.0pp | 69.6%-7.7pp | 67.2%-5.3pp |
| Annual return | 11.60% | 26.71%-15.1pp | 37.90%-26.3pp | 160.72%-149.1pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,707 | $2,999+56.9% | $3,832+22.8% | $4,126+14.1% |
| Admin fee / account holder | $13,967 | $4,778+192.3% | $5,476+155.0% | $5,651+147.2% |