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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 | $127,070 | $56,339+125.5% | $104,299+21.8% | $68,490+85.5% |
| Participation rate | 19.4% | 63.3%-43.9pp | 73.3%-53.9pp | 67.9%-48.5pp |
| Annual return | -19.73% | -9.19%-10.5pp | 24.62%-44.4pp | -7.85%-11.9pp |
| Employer contribution / active EE | $386 | $1,960-80.3% | $3,373-88.6% | $2,597-85.1% |
| Participant deferral / active EE | $2,438 | $3,077-20.8% | $4,626-47.3% | $4,028-39.5% |
| Admin fee / account holder | $14,605 | $4,902+198.0% | $7,339+99.0% | $5,403+170.3% |