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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 | $97,208 | $106,005-8.3% | $92,239+5.4% | $147,585-34.1% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 4.07% | 50.05%-46.0pp | 176.29%-172.2pp | 578.58%-574.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,286 | $4,478-71.3% | $3,897-67.0% | $5,439-76.4% |
| Admin fee / account holder | $11,459 | $6,333+80.9% | $5,194+120.6% | $10,886+5.3% |