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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 | $89,258 | $73,009+22.3% | $90,756-1.7% | $68,495+30.3% |
| Participation rate | 53.1% | 70.8%-17.8pp | 75.7%-22.6pp | 67.9%-14.8pp |
| Annual return | -21.82% | -13.81%-8.0pp | -12.16%-9.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,487 | $3,626-3.8% | $4,565-23.6% | $4,028-13.4% |
| Admin fee / account holder | $6,748 | $5,896+14.5% | $8,445-20.1% | $5,403+24.9% |