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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 | $95,148 | $64,729+47.0% | $112,263-15.2% | $68,490+38.9% |
| Participation rate | 25.8% | 67.2%-41.3pp | 75.1%-49.3pp | 67.9%-42.1pp |
| Annual return | -23.03% | -11.40%-11.6pp | 27.49%-50.5pp | -7.85%-15.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,834 | $3,566-48.6% | $4,729-61.2% | $4,028-54.5% |
| Admin fee / account holder | $1,504 | $5,222-71.2% | $6,410-76.5% | $5,403-72.2% |