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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 | $136,302 | $82,674+64.9% | $125,381+8.7% | $68,486+99.0% |
| Participation rate | 52.1% | 75.1%-23.0pp | 82.4%-30.3pp | 67.9%-15.8pp |
| Annual return | -20.57% | -5.97%-14.6pp | 572.31%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,135 | $6,111+33.1% | $7,448+9.2% | $4,028+102.0% |
| Admin fee / account holder | $8,880 | $6,277+41.5% | $10,007-11.3% | $5,404+64.3% |