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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 | $75,310 | $59,116+27.4% | $86,438-12.9% | $68,486+10.0% |
| Participation rate | 54.5% | 75.2%-20.7pp | 80.3%-25.8pp | 67.9%-13.3pp |
| Annual return | -21.31% | -0.23%-21.1pp | 4397.19%-4418.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,202 | $5,902+55.9% | $6,952+32.4% | $4,028+128.5% |
| Admin fee / account holder | $7,215 | $5,639+28.0% | $6,733+7.2% | $5,404+33.5% |