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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 | $164,365 | $85,790+91.6% | $67,313+144.2% | $135,379+21.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -14.09% | -0.54%-13.6pp | -4.08%-10.0pp | 519.79%-533.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,474 | $4,651-46.8% | $3,568-30.7% | $5,609-55.9% |
| Admin fee / account holder | $1,955 | $6,392-69.4% | $4,507-56.6% | $10,828-81.9% |