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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 | $186,060 | $95,915+94.0% | $79,580+133.8% | $134,532+38.3% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -24.85% | -2.71%-22.1pp | 0.15%-25.0pp | 418.27%-443.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,595 | $4,693-44.7% | $3,985-34.9% | $6,401-59.5% |
| Admin fee / account holder | $16,363 | $9,132+79.2% | $6,835+139.4% | $11,429+43.2% |