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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 | $101,553 | $91,198+11.4% | $178,503-43.1% | $79,856+27.2% |
| Participation rate | 2.6% | 69.2%-66.6pp | 81.9%-79.3pp | 69.6%-67.0pp |
| Annual return | 0.02% | 24.20%-24.2pp | 151.12%-151.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $276 | $3,257-91.5% | $5,011-94.5% | $2,471-88.8% |
| Participant deferral / active EE | $7,148 | $3,237+120.9% | $5,202+37.4% | $3,741+91.1% |
| Admin fee / account holder | $11,658 | $6,748+72.8% | $13,987-16.7% | $5,306+119.7% |