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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 | $179,992 | $82,674+117.7% | $125,381+43.6% | $68,486+162.8% |
| Participation rate | 34.4% | 75.1%-40.7pp | 82.4%-48.0pp | 67.9%-33.5pp |
| Annual return | -25.10% | -5.97%-19.1pp | 572.31%-597.4pp | -7.85%-17.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,841 | $6,111+12.0% | $7,448-8.1% | $4,028+69.9% |
| Admin fee / account holder | $924 | $6,277-85.3% | $10,007-90.8% | $5,404-82.9% |