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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 | $123,302 | $42,917+187.3% | $60,899+102.5% | $68,495+80.0% |
| Participation rate | 27.5% | 66.8%-39.3pp | 73.1%-45.6pp | 67.9%-40.4pp |
| Annual return | -25.02% | -13.99%-11.0pp | 16.92%-41.9pp | -7.84%-17.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,373 | $2,867+17.6% | $3,817-11.6% | $4,028-16.3% |
| Admin fee / account holder | $4,006 | $3,102+29.1% | $3,225+24.2% | $5,403-25.9% |