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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 | $117,257 | $83,427+40.6% | $115,756+1.3% | $68,495+71.2% |
| Participation rate | 60.0% | 71.9%-11.9pp | 77.1%-17.1pp | 67.9%-7.9pp |
| Annual return | -19.23% | -10.95%-8.3pp | 143.14%-162.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $3,075-100.0% | $3,793-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,094 | $5,355-42.2% | $6,254-50.5% | $4,028-23.2% |
| Admin fee / account holder | $2,026 | $5,708-64.5% | $8,124-75.1% | $5,403-62.5% |