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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 | $82,663 | $65,367+26.5% | $92,915-11.0% | $72,976+13.3% |
| Participation rate | 32.4% | 68.3%-35.9pp | 76.0%-43.6pp | 69.5%-37.1pp |
| Annual return | -0.62% | 42.11%-42.7pp | 109.45%-110.1pp | 81.02%-81.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,713 | $3,128-45.2% | $4,238-59.6% | $3,608-52.5% |
| Admin fee / account holder | $14,344 | $4,251+237.4% | $5,796+147.5% | $5,124+179.9% |