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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 | $75,922 | $107,733-29.5% | $92,985-18.4% | $154,746-50.9% |
| Participation rate | 57.1% | 74.6%-17.4pp | 69.5%-12.3pp | 80.7%-23.6pp |
| Annual return | -12.84% | 30.39%-43.2pp | 27.99%-40.8pp | 172.34%-185.2pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $19,825 | $5,053+292.3% | $4,377+353.0% | $6,730+194.6% |
| Admin fee / account holder | $26,257 | $11,369+131.0% | $9,463+177.5% | $14,365+82.8% |