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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 | $101,731 | $69,012+47.4% | $160,037-36.4% | $68,490+48.5% |
| Participation rate | 53.3% | 65.4%-12.1pp | 78.0%-24.7pp | 67.9%-14.6pp |
| Annual return | -21.63% | -9.65%-12.0pp | 408.95%-430.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,842 | $4,212-32.5% | $6,184-54.0% | $4,028-29.4% |
| Admin fee / account holder | $10,213 | $4,798+112.8% | $8,716+17.2% | $5,403+89.0% |