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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 | $109,535 | $72,177+51.8% | $115,038-4.8% | $59,633+83.7% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -10.27% | 12.02%-22.3pp | 26.14%-36.4pp | 2041.45%-2051.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,591 | $4,783+121.4% | $6,026+75.7% | $3,192+231.8% |
| Admin fee / account holder | $11,458 | $4,927+132.5% | $8,175+40.1% | $4,297+166.6% |