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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 | $91,009 | $73,019+24.6% | $90,766+0.3% | $68,490+32.9% |
| Participation rate | 31.4% | 70.8%-39.4pp | 75.7%-44.3pp | 67.9%-36.5pp |
| Annual return | -23.52% | -13.81%-9.7pp | -12.16%-11.4pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,691 | $3,626-25.8% | $4,565-41.1% | $4,028-33.2% |
| Admin fee / account holder | $3,718 | $5,897-37.0% | $8,446-56.0% | $5,403-31.2% |