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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 | $93,717 | $105,210-10.9% | $159,487-41.2% | $85,851+9.2% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.8%-44.4pp | 69.3%-30.9pp |
| Annual return | 10.73% | 45.08%-34.3pp | 263.71%-253.0pp | 318.63%-307.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,579 | $5,946-56.6% | $7,354-64.9% | $3,952-34.8% |
| Admin fee / account holder | $3,057 | $6,934-55.9% | $10,804-71.7% | $6,261-51.2% |