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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 | $168,239 | $72,404+132.4% | $110,241+52.6% | $64,181+162.1% |
| Participation rate | 64.0% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.6pp |
| Annual return | -9.51% | -6.29%-3.2pp | 314.75%-324.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,908 | $3,469+12.7% | $4,672-16.3% | $3,470+12.6% |
| Admin fee / account holder | $18,985 | $5,664+235.2% | $8,548+122.1% | $4,887+288.5% |