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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 | $71,409 | $43,730+63.3% | $121,220-41.1% | $64,173+11.3% |
| Participation rate | 43.3% | 58.3%-15.0pp | 71.8%-28.4pp | 69.6%-26.2pp |
| Annual return | -8.20% | 68.94%-77.1pp | 16.94%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,797 | $2,281+66.5% | $3,345+13.5% | $3,470+9.4% |
| Admin fee / account holder | $4,918 | $3,502+40.4% | $5,021-2.0% | $4,887+0.6% |