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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 | $128,671 | $80,985+58.9% | $96,576+33.2% | $75,181+71.1% |
| Participation rate | 67.6% | 71.8%-4.2pp | 76.0%-8.4pp | 67.2%+0.4pp |
| Annual return | -1.29% | 27.05%-28.3pp | 25.87%-27.2pp | 160.69%-162.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,544 | $3,929-35.2% | $4,851-47.5% | $4,126-38.3% |
| Admin fee / account holder | $484 | $6,719-92.8% | $8,253-94.1% | $5,650-91.4% |