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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 | $102,160 | $105,200-2.9% | $159,474-35.9% | $85,847+19.0% |
| Participation rate | 35.6% | 75.8%-40.2pp | 82.8%-47.3pp | 69.3%-33.8pp |
| Annual return | 2.71% | 45.08%-42.4pp | 263.68%-261.0pp | 318.61%-315.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,807 | $5,946+81.8% | $7,353+47.0% | $3,952+173.5% |
| Admin fee / account holder | $1,014 | $6,934-85.4% | $10,802-90.6% | $6,261-83.8% |