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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 | $132,929 | $64,359+106.5% | $90,161+47.4% | $70,126+89.6% |
| Participation rate | 51.2% | 70.4%-19.3pp | 76.9%-25.7pp | 69.5%-18.4pp |
| Annual return | -16.68% | 28.13%-44.8pp | 34.89%-51.6pp | 73.15%-89.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,838 | $4,389+10.2% | $5,287-8.5% | $3,332+45.2% |
| Admin fee / account holder | $2,870 | $3,945-27.3% | $5,943-51.7% | $4,645-38.2% |