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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 | $116,846 | $82,678+41.3% | $125,391-6.8% | $68,490+70.6% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -28.28% | -5.97%-22.3pp | 572.41%-600.7pp | -7.85%-20.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,639 | $6,111-7.7% | $7,448-24.3% | $4,028+40.0% |
| Admin fee / account holder | $1,425 | $6,277-77.3% | $10,009-85.8% | $5,403-73.6% |