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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 | $116,946 | $80,983+44.4% | $96,544+21.1% | $75,177+55.6% |
| Participation rate | 41.2% | 71.8%-30.6pp | 76.0%-34.8pp | 67.2%-26.0pp |
| Annual return | -8.18% | 27.05%-35.2pp | 25.88%-34.1pp | 160.75%-168.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,732 | $3,929+20.5% | $4,851-2.5% | $4,126+14.7% |
| Admin fee / account holder | $8,252 | $6,717+22.9% | $8,2540% | $5,651+46.0% |