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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 | $105,478 | $110,240-4.3% | $96,544+9.3% | $139,487-24.4% |
| Participation rate | 65.2% | 78.1%-12.9pp | 76.0%-10.8pp | 80.3%-15.1pp |
| Annual return | -0.85% | 26.41%-27.3pp | 25.88%-26.7pp | 373.84%-374.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,782 | $5,549-67.9% | $4,851-63.3% | $6,713-73.4% |
| Admin fee / account holder | $3,815 | $11,602-67.1% | $8,254-53.8% | $11,407-66.6% |