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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 | $109,068 | $91,536+19.2% | $130,062-16.1% | $75,177+45.1% |
| Participation rate | 51.7% | 71.5%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 8.36% | -631.62%+640.0pp | -137.37%+145.7pp | 160.75%-152.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,464 | $4,343-20.2% | $5,821-40.5% | $4,126-16.1% |
| Admin fee / account holder | $2,040 | $6,780-69.9% | $10,601-80.8% | $5,651-63.9% |