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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 | $111,354 | $76,551+45.5% | $123,894-10.1% | $62,881+77.1% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | -2.61% | 18.68%-21.3pp | 47.52%-50.1pp | 20.14%-22.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,151 | $4,840+89.1% | $5,984+52.9% | $3,203+185.7% |
| Admin fee / account holder | $2,369 | $4,826-50.9% | $8,357-71.7% | $4,296-44.9% |