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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 | $70,580 | $93,617-24.6% | $135,982-48.1% | $75,177-6.1% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.1pp | 67.2%-10.4pp |
| Annual return | -26.81% | 30.89%-57.7pp | 68.32%-95.1pp | 160.75%-187.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,665 | $6,406+19.7% | $7,760-1.2% | $4,126+85.8% |
| Admin fee / account holder | $14,696 | $6,980+110.6% | $10,767+36.5% | $5,651+160.0% |