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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 | $163,071 | $118,488+37.6% | $98,462+65.6% | $139,487+16.9% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | -17.14% | 18.96%-36.1pp | 21.17%-38.3pp | 373.84%-391.0pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,400 | $5,393+0.1% | $4,738+14.0% | $6,713-19.6% |
| Admin fee / account holder | $1,901 | $13,868-86.3% | $8,875-78.6% | $11,407-83.3% |