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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 | $99,712 | $72,177+38.1% | $115,038-13.3% | $59,633+67.2% |
| Participation rate | 36.4% | 72.6%-36.2pp | 81.4%-45.0pp | 68.7%-32.3pp |
| Annual return | -3.56% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,587 | $4,783-25.0% | $6,026-40.5% | $3,192+12.4% |
| Admin fee / account holder | $10,144 | $4,927+105.9% | $8,175+24.1% | $4,297+136.1% |