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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 | $122,147 | $72,607+68.2% | $90,259+35.3% | $87,485+39.6% |
| Participation rate | 68.8% | 64.8%+3.9pp | 70.7%-2.0pp | 68.9%-0.2pp |
| Annual return | -37.11% | 18.59%-55.7pp | 18.88%-56.0pp | 26.06%-63.2pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,868 | $3,055+59.3% | $3,827+27.2% | $4,274+13.9% |
| Admin fee / account holder | $946 | $5,947-84.1% | $7,267-87.0% | $7,775-87.8% |