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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 | $119,851 | $82,674+45.0% | $125,363-4.4% | $68,495+75.0% |
| Participation rate | 44.3% | 75.0%-30.8pp | 82.4%-38.1pp | 67.9%-23.6pp |
| Annual return | -21.08% | -5.97%-15.1pp | 572.15%-593.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,818 | $6,111-21.2% | $7,447-35.3% | $4,028+19.6% |
| Admin fee / account holder | $5,247 | $6,276-16.4% | $10,005-47.6% | $5,403-2.9% |