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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 | $98,969 | $75,962+30.3% | $154,111-35.8% | $64,173+54.2% |
| Participation rate | 61.3% | 70.4%-9.1pp | 83.0%-21.7pp | 69.6%-8.3pp |
| Annual return | -25.01% | 30.32%-55.3pp | 735.18%-760.2pp | 7.63%-32.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,915 | $3,175+23.3% | $5,081-23.0% | $3,470+12.8% |
| Admin fee / account holder | $980 | $5,589-82.5% | $13,411-92.7% | $4,887-79.9% |