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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 | $69,769 | $158,827-56.1% | $121,208-42.4% | $135,382-48.5% |
| Participation rate | 46.2% | 79.3%-33.2pp | 71.8%-25.6pp | 82.6%-36.5pp |
| Annual return | -11.34% | -0.64%-10.7pp | 16.93%-28.3pp | 519.77%-531.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,767 | $4,006+19.0% | $3,345+42.5% | $5,609-15.0% |
| Admin fee / account holder | $15,549 | $6,514+138.7% | $5,020+209.7% | $10,829+43.6% |