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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 | $91,145 | $176,688-48.4% | $130,660-30.2% | $152,909-40.4% |
| Participation rate | 31.8% | 79.0%-47.2pp | 71.7%-39.9pp | 82.5%-50.6pp |
| Annual return | -1.33% | 2693.08%-2694.4pp | 1709.29%-1710.6pp | 345.46%-346.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,381 | $4,362+0.4% | $3,603+21.6% | $5,851-25.1% |
| Admin fee / account holder | $2,976 | $7,131-58.3% | $5,463-45.5% | $11,601-74.3% |