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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 | $113,184 | $73,839+53.3% | $143,788-21.3% | $68,495+65.2% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -22.53% | 1.01%-23.5pp | -0.03%-22.5pp | -7.84%-14.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,248 | $3,384+25.5% | $5,638-24.7% | $4,028+5.5% |
| Admin fee / account holder | $8,050 | $5,755+39.9% | $14,675-45.1% | $5,403+49.0% |