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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 | $157,241 | $131,835+19.3% | $108,582+44.8% | $273,972-42.6% |
| Participation rate | 37.5% | 83.5%-46.0pp | 79.6%-42.1pp | 83.0%-45.5pp |
| Annual return | 0.79% | -91.57%+92.4pp | -51.70%+52.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,723 | $5,127-27.4% | $4,311-13.6% | $5,287-29.6% |
| Admin fee / account holder | $22,313 | $10,253+117.6% | $7,645+191.9% | $10,133+120.2% |