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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 | $104,840 | $100,139+4.7% | $85,187+23.1% | $145,884-28.1% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | -4.91% | 84.15%-89.1pp | 66.67%-71.6pp | 551.85%-556.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,581 | $5,296-51.3% | $4,525-43.0% | $6,690-61.4% |
| Admin fee / account holder | $7,155 | $7,262-1.5% | $6,162+16.1% | $13,392-46.6% |