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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 | $76,239 | $54,355+40.3% | $82,744-7.9% | $68,486+11.3% |
| Participation rate | 60.5% | 63.9%-3.5pp | 72.6%-12.1pp | 67.9%-7.4pp |
| Annual return | -26.03% | -13.67%-12.4pp | 702.22%-728.2pp | -7.85%-18.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,821 | $3,246-43.9% | $4,395-58.6% | $4,028-54.8% |
| Admin fee / account holder | $2,057 | $4,397-53.2% | $5,325-61.4% | $5,404-61.9% |