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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 | $105,652 | $53,162+98.7% | $91,225+15.8% | $68,495+54.2% |
| Participation rate | 55.6% | 63.2%-7.7pp | 73.2%-17.6pp | 67.9%-12.3pp |
| Annual return | -21.41% | -3.14%-18.3pp | 114.10%-135.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,714 | $2,974+24.9% | $4,234-12.3% | $4,028-7.8% |
| Admin fee / account holder | $4,161 | $4,493-7.4% | $5,422-23.3% | $5,403-23.0% |