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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 | $119,926 | $82,028+46.2% | $123,105-2.6% | $59,633+101.1% |
| Participation rate | 48.8% | 83.2%-34.4pp | 86.8%-38.0pp | 68.7%-19.9pp |
| Annual return | -2.04% | 5.12%-7.2pp | 13.22%-15.3pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,769 | $4,667-19.2% | $6,229-39.5% | $3,192+18.1% |
| Admin fee / account holder | $14,849 | $5,879+152.6% | $9,014+64.7% | $4,297+245.6% |