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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 | $184,033 | $64,716+184.4% | $112,258+63.9% | $68,495+168.7% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -20.29% | -11.40%-8.9pp | 27.47%-47.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,983 | $3,565-16.3% | $4,728-36.9% | $4,028-25.9% |
| Admin fee / account holder | $10,680 | $5,232+104.1% | $6,411+66.6% | $5,403+97.7% |