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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 | $151,194 | $82,678+82.9% | $125,391+20.6% | $68,490+120.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -20.53% | -5.97%-14.6pp | 572.41%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,488 | $6,111-10.2% | $7,448-26.3% | $4,028+36.2% |
| Admin fee / account holder | $925 | $6,277-85.3% | $10,009-90.8% | $5,403-82.9% |