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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 | $89,017 | $78,694+13.1% | $67,653+31.6% | $125,388-29.0% |
| Participation rate | 60.0% | 78.8%-18.8pp | 75.7%-15.7pp | 83.2%-23.2pp |
| Annual return | -5.59% | 9.46%-15.0pp | 6625.22%-6630.8pp | 282.24%-287.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,680 | $4,292+9.0% | $3,560+31.5% | $5,352-12.5% |
| Admin fee / account holder | $1,541 | $7,403-79.2% | $4,821-68.0% | $9,541-83.8% |