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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 | $63,642 | $55,889+13.9% | $76,119-16.4% | $80,935-21.4% |
| Participation rate | 69.0% | 62.1%+6.9pp | 69.1%-0.1pp | 67.7%+1.3pp |
| Annual return | 6.94% | 20.58%-13.6pp | 361.25%-354.3pp | 35.66%-28.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,077 | $3,051+66.4% | $4,259+19.2% | $4,299+18.1% |
| Admin fee / account holder | $23,535 | $5,241+349.0% | $6,421+266.5% | $6,924+239.9% |