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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 | $113,914 | $71,873+58.5% | $86,698+31.4% | $68,490+66.3% |
| Participation rate | 34.0% | 72.2%-38.2pp | 76.6%-42.5pp | 67.9%-33.9pp |
| Annual return | -20.49% | 3.54%-24.0pp | 35.96%-56.5pp | -7.85%-12.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,288 | $3,779-39.4% | $4,656-50.9% | $4,028-43.2% |
| Admin fee / account holder | $1,445 | $6,110-76.3% | $7,492-80.7% | $5,403-73.3% |