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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 | $127,288 | $65,703+93.7% | $94,228+35.1% | $59,633+113.5% |
| Participation rate | 45.7% | 72.1%-26.4pp | 78.8%-33.1pp | 68.7%-23.0pp |
| Annual return | -3.62% | 5.22%-8.8pp | 10.68%-14.3pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,637 | $3,143-16.1% | $4,320-39.0% | $3,192-17.4% |
| Admin fee / account holder | $860 | $4,264-79.8% | $6,269-86.3% | $4,297-80.0% |