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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 | $107,203 | $112,121-4.4% | $95,960+11.7% | $158,966-32.6% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 3.58% | 171.16%-167.6pp | 91.63%-88.1pp | 302.95%-299.4pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,936 | $4,784-17.7% | $4,167-5.5% | $5,983-34.2% |
| Admin fee / account holder | $40,578 | $10,135+300.4% | $6,797+497.0% | $11,250+260.7% |