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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 | $105,076 | $54,380+93.2% | $68,509+53.4% | $59,633+76.2% |
| Participation rate | 48.5% | 70.2%-21.7pp | 74.7%-26.2pp | 68.7%-20.2pp |
| Annual return | -2.34% | 2.83%-5.2pp | 8.27%-10.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,445 | $2,643-45.3% | $3,382-57.3% | $3,192-54.7% |
| Admin fee / account holder | $16,925 | $3,885+335.6% | $5,275+220.9% | $4,297+293.9% |