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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 | $67,905 | $65,555+3.6% | $86,216-21.2% | $75,173-9.7% |
| Participation rate | 31.6% | 60.5%-28.8pp | 69.0%-37.3pp | 67.2%-35.6pp |
| Annual return | 10.94% | 46.07%-35.1pp | 1169.42%-1158.5pp | 160.72%-149.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,955 | $3,023-35.3% | $3,986-50.9% | $4,126-52.6% |
| Admin fee / account holder | $3,689 | $5,469-32.6% | $6,853-46.2% | $5,651-34.7% |