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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 | $85,167 | $53,162+60.2% | $91,227-6.6% | $68,490+24.3% |
| Participation rate | 28.9% | 63.2%-34.3pp | 73.2%-44.2pp | 67.9%-38.9pp |
| Annual return | -21.10% | -3.14%-18.0pp | 114.14%-135.2pp | -7.85%-13.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,603 | $2,974-46.1% | $4,234-62.1% | $4,028-60.2% |
| Admin fee / account holder | $3,749 | $4,493-16.6% | $5,423-30.9% | $5,403-30.6% |