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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 | $92,263 | $47,944+92.4% | $67,834+36.0% | $62,881+46.7% |
| Participation rate | 42.4% | 61.1%-18.6pp | 68.8%-26.4pp | 69.3%-26.9pp |
| Annual return | -4.79% | 11.77%-16.6pp | 138.47%-143.3pp | 20.14%-24.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,741 | $2,247+111.0% | $3,160+50.0% | $3,203+48.0% |
| Admin fee / account holder | $5,339 | $3,712+43.8% | $4,622+15.5% | $4,296+24.3% |