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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 | $92,624 | $81,487+13.7% | $102,412-9.6% | $80,935+14.4% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.7%-17.7pp |
| Annual return | -36.15% | 25.60%-61.7pp | 24.94%-61.1pp | 35.66%-71.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,699 | $3,871-56.1% | $5,060-66.4% | $4,299-60.5% |
| Admin fee / account holder | $27,860 | $6,717+314.7% | $8,388+232.2% | $6,924+302.3% |