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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 | $103,492 | $82,674+25.2% | $125,381-17.5% | $68,486+51.1% |
| Participation rate | 49.2% | 75.1%-25.8pp | 82.4%-33.1pp | 67.9%-18.7pp |
| Annual return | -19.70% | -5.97%-13.7pp | 572.31%-592.0pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,290 | $6,111-46.2% | $7,448-55.8% | $4,028-18.3% |
| Admin fee / account holder | $2,578 | $6,277-58.9% | $10,007-74.2% | $5,404-52.3% |