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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 | $105,065 | $81,870+28.3% | $119,634-12.2% | $68,490+53.4% |
| Participation rate | 56.9% | 71.9%-15.0pp | 79.3%-22.3pp | 67.9%-11.0pp |
| Annual return | -23.63% | -23.82%+0.2pp | -14.98%-8.7pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,904 | $4,148-30.0% | $5,601-48.1% | $4,028-27.9% |
| Admin fee / account holder | $975 | $6,583-85.2% | $10,329-90.6% | $5,403-82.0% |