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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 | $123,559 | $90,504+36.5% | $78,690+57.0% | $273,965-54.9% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | -4.78% | 75.61%-80.4pp | 62.18%-67.0pp | 41.45%-46.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,335 | $3,901+139.3% | $3,517+165.4% | $5,287+76.6% |
| Admin fee / account holder | $812 | $5,263-84.6% | $4,511-82.0% | $10,132-92.0% |