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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 | $79,560 | $84,499-5.8% | $125,391-36.6% | $66,949+18.8% |
| Participation rate | 69.6% | 76.4%-6.8pp | 82.4%-12.8pp | 69.8%-0.2pp |
| Annual return | -19.45% | -8.49%-11.0pp | 572.41%-591.9pp | 1.57%-21.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,300 | $6,785+7.6% | $7,448-2.0% | $4,239+72.2% |
| Admin fee / account holder | $9,185 | $685+1240.7% | $10,009-8.2% | $594+1447.4% |