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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 | $109,681 | $110,240-0.5% | $96,544+13.6% | $139,487-21.4% |
| Participation rate | 42.9% | 78.1%-35.3pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | -8.95% | 26.41%-35.4pp | 25.88%-34.8pp | 373.84%-382.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,563 | $5,549-35.8% | $4,851-26.6% | $6,713-46.9% |
| Admin fee / account holder | $2,973 | $11,602-74.4% | $8,254-64.0% | $11,407-73.9% |