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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 | $93,652 | $112,933-17.1% | $90,970+2.9% | $158,982-41.1% |
| Participation rate | 10.0% | 74.7%-64.7pp | 69.0%-59.0pp | 82.0%-72.0pp |
| Annual return | -0.63% | 215.82%-216.4pp | 134.60%-135.2pp | 302.99%-303.6pp |
| Employer contribution / active EE | $131 | $2,893-95.5% | $2,122-93.8% | $4,763-97.3% |
| Participant deferral / active EE | $1,157 | $4,128-72.0% | $3,373-65.7% | $5,983-80.7% |
| Admin fee / account holder | $744 | $8,047-90.8% | $5,961-87.5% | $11,252-93.4% |