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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 | $105,655 | $94,529+11.8% | $140,019-24.5% | $64,173+64.6% |
| Participation rate | 65.0% | 84.1%-19.1pp | 87.5%-22.5pp | 69.6%-4.6pp |
| Annual return | -8.51% | 7.77%-16.3pp | 651.17%-659.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,005 | $5,250-42.8% | $6,927-56.6% | $3,470-13.4% |
| Admin fee / account holder | $7,612 | $6,741+12.9% | $10,705-28.9% | $4,887+55.8% |