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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 | $107,590 | $95,915+12.2% | $79,580+35.2% | $134,532-20.0% |
| Participation rate | 17.4% | 75.0%-57.7pp | 69.5%-52.1pp | 81.2%-63.8pp |
| Annual return | -21.58% | -2.71%-18.9pp | 0.15%-21.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,908 | $4,693-38.0% | $3,985-27.0% | $6,401-54.6% |
| Admin fee / account holder | $20,936 | $9,132+129.3% | $6,835+206.3% | $11,429+83.2% |