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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 | $148,631 | $73,848+101.3% | $143,799+3.4% | $68,486+117.0% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -43.16% | 0.91%-44.1pp | -0.04%-43.1pp | -7.85%-35.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,917 | $3,385+15.7% | $5,638-30.5% | $4,028-2.7% |
| Admin fee / account holder | $3,258 | $5,755-43.4% | $14,677-77.8% | $5,404-39.7% |