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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 | $175,991 | $131,835+33.5% | $108,582+62.1% | $273,972-35.8% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.6%-10.8pp | 83.0%-14.3pp |
| Annual return | -0.87% | -91.57%+90.7pp | -51.70%+50.8pp | 41.46%-42.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,312 | $5,127-35.4% | $4,311-23.2% | $5,287-37.4% |
| Admin fee / account holder | $6,821 | $10,253-33.5% | $7,645-10.8% | $10,133-32.7% |