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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 | $103,134 | $59,819+72.4% | $79,583+29.6% | $68,490+50.6% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -20.00% | -12.30%-7.7pp | 0.16%-20.2pp | -7.85%-12.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,868 | $3,025-38.2% | $3,986-53.1% | $4,028-53.6% |
| Admin fee / account holder | $1,238 | $4,835-74.4% | $6,835-81.9% | $5,403-77.1% |