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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 | $124,555 | $112,729+10.5% | $98,716+26.2% | $137,256-9.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | -4.58% | 38.48%-43.1pp | 31.81%-36.4pp | 220.34%-224.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,750 | $4,640+67.0% | $4,048+91.5% | $6,407+21.0% |
| Admin fee / account holder | $17,352 | $10,129+71.3% | $8,703+99.4% | $12,270+41.4% |