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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 | $100,301 | $50,947+96.9% | $74,549+34.5% | $64,173+56.3% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.1%-12.2pp | 69.6%-12.6pp |
| Annual return | -14.24% | -1.85%-12.4pp | 32.53%-46.8pp | 7.63%-21.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,488 | $2,302-35.3% | $3,108-52.1% | $3,470-57.1% |
| Admin fee / account holder | $7,522 | $4,221+78.2% | $5,059+48.7% | $4,887+53.9% |