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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 | $107,237 | $91,537+17.2% | $130,045-17.5% | $75,173+42.7% |
| Participation rate | 58.1% | 71.5%-13.4pp | 78.5%-20.4pp | 67.2%-9.1pp |
| Annual return | 11.02% | -631.55%+642.6pp | -137.30%+148.3pp | 160.72%-149.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,511 | $4,343-19.2% | $5,820-39.7% | $4,126-14.9% |
| Admin fee / account holder | $9,366 | $6,780+38.1% | $10,600-11.6% | $5,651+65.7% |