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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 | $85,776 | $49,177+74.4% | $79,467+7.9% | $64,173+33.7% |
| Participation rate | 39.5% | 65.0%-25.5pp | 73.3%-33.8pp | 69.6%-30.0pp |
| Annual return | -8.30% | -1.16%-7.1pp | 718.30%-726.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,156 | $2,821+82.8% | $3,704+39.2% | $3,470+48.6% |
| Admin fee / account holder | $5,440 | $3,839+41.7% | $5,104+6.6% | $4,887+11.3% |