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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 | $103,972 | $102,429+1.5% | $147,096-29.3% | $80,925+28.5% |
| Participation rate | 32.9% | 75.9%-43.0pp | 82.2%-49.3pp | 67.7%-34.7pp |
| Annual return | 10.71% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,576 | $6,649-46.2% | $8,071-55.7% | $4,299-16.8% |
| Admin fee / account holder | $7,133 | $7,957-10.4% | $13,005-45.2% | $6,940+2.8% |