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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 | $127,460 | $106,923+19.2% | $84,023+51.7% | $152,909-16.6% |
| Participation rate | 11.1% | 75.3%-64.1pp | 69.0%-57.9pp | 82.5%-71.3pp |
| Annual return | -5.22% | 105.02%-110.2pp | 71.32%-76.5pp | 345.46%-350.7pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,079 | $4,013-73.1% | $3,239-66.7% | $5,851-81.6% |
| Admin fee / account holder | $8,490 | $8,289+2.4% | $6,102+39.1% | $11,601-26.8% |