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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 | $113,820 | $59,834+90.2% | $79,576+43.0% | $68,495+66.2% |
| Participation rate | 39.0% | 61.1%-22.0pp | 69.5%-30.5pp | 67.9%-28.9pp |
| Annual return | -20.81% | -12.30%-8.5pp | 0.15%-21.0pp | -7.84%-13.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,007 | $3,024-0.6% | $3,985-24.6% | $4,028-25.3% |
| Admin fee / account holder | $1,751 | $4,835-63.8% | $6,834-74.4% | $5,403-67.6% |