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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 | $115,225+8.1% | $100,712+23.7% | $138,895-10.3% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | -4.58% | 40.35%-44.9pp | 33.27%-37.9pp | 145.39%-150.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,750 | $4,699+64.9% | $4,085+89.7% | $6,396+21.2% |
| Admin fee / account holder | $17,352 | $10,844+60.0% | $9,256+87.5% | $12,562+38.1% |