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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 | $86,222 | $75,959+13.5% | $154,114-44.1% | $64,181+34.3% |
| Participation rate | 51.9% | 70.4%-18.6pp | 83.0%-31.2pp | 69.6%-17.7pp |
| Annual return | -9.05% | 30.32%-39.4pp | 735.16%-744.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,004 | $3,175+89.1% | $5,081+18.2% | $3,470+73.0% |
| Admin fee / account holder | $4,163 | $5,589-25.5% | $13,411-69.0% | $4,887-14.8% |