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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 | $127,546 | $82,678+54.3% | $125,391+1.7% | $68,490+86.2% |
| Participation rate | 38.2% | 75.1%-36.8pp | 82.4%-44.1pp | 67.9%-29.7pp |
| Annual return | -20.22% | -5.97%-14.3pp | 572.41%-592.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,910 | $6,111-36.0% | $7,448-47.5% | $4,028-2.9% |
| Admin fee / account holder | $22,688 | $6,277+261.4% | $10,009+126.7% | $5,403+319.9% |