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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 | $131,827 | $73,848+78.5% | $143,799-8.3% | $68,486+92.5% |
| Participation rate | 31.5% | 66.7%-35.2pp | 80.3%-48.8pp | 67.9%-36.4pp |
| Annual return | -22.23% | 0.91%-23.1pp | -0.04%-22.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,824 | $3,385-16.5% | $5,638-49.9% | $4,028-29.9% |
| Admin fee / account holder | $72,237 | $5,755+1155.2% | $14,677+392.2% | $5,404+1236.8% |