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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 | $117,703 | $116,203+1.3% | $93,621+25.7% | $152,897-23.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.8%-55.8pp | 82.5%-62.5pp |
| Annual return | 0.01% | 35.96%-36.0pp | 32.76%-32.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,635 | $4,605-64.5% | $4,070-59.8% | $5,851-72.1% |
| Admin fee / account holder | $24,470 | $10,751+127.6% | $7,890+210.1% | $11,599+111.0% |