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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 | $142,686 | $73,955+92.9% | $96,520+47.8% | $75,181+89.8% |
| Participation rate | 18.5% | 66.4%-47.9pp | 74.3%-55.8pp | 67.2%-48.7pp |
| Annual return | -7.10% | 26.72%-33.8pp | 35.72%-42.8pp | 160.69%-167.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,097 | $3,659-42.7% | $4,879-57.0% | $4,126-49.2% |
| Admin fee / account holder | $16,908 | $5,217+224.1% | $6,733+151.1% | $5,650+199.3% |