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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 | $121,300 | $82,324+47.3% | $68,803+76.3% | $134,545-9.8% |
| Participation rate | 36.8% | 75.1%-38.2pp | 69.0%-32.2pp | 81.2%-44.4pp |
| Annual return | -23.34% | -2.17%-21.2pp | -6.37%-17.0pp | 418.37%-441.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,200 | $4,740-74.7% | $3,942-69.6% | $6,401-81.3% |
| Admin fee / account holder | $13,232 | $6,485+104.0% | $4,936+168.1% | $11,431+15.8% |