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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 | $97,053 | $103,008-5.8% | $90,304+7.5% | $152,897-36.5% |
| Participation rate | 10.0% | 75.9%-65.9pp | 73.3%-63.3pp | 82.5%-72.5pp |
| Annual return | 9.68% | 95.22%-85.5pp | 78.13%-68.5pp | 345.43%-335.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,560 | $4,281-63.6% | $3,885-59.8% | $5,851-73.3% |
| Admin fee / account holder | $9,417 | $6,175+52.5% | $5,354+75.9% | $11,599-18.8% |