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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 | $139,056 | $100,811+37.9% | $86,698+60.4% | $134,545+3.4% |
| Participation rate | 68.2% | 79.0%-10.8pp | 76.6%-8.4pp | 81.2%-13.1pp |
| Annual return | -23.41% | 29.11%-52.5pp | 35.96%-59.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,379 | $5,339-18.0% | $4,656-6.0% | $6,401-31.6% |
| Admin fee / account holder | $28,194 | $10,926+158.0% | $7,492+276.3% | $11,431+146.6% |