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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 | $154,476 | $99,668+55.0% | $86,451+78.7% | $134,545+14.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -22.43% | 6789.61%-6812.0pp | 4398.51%-4420.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,541 | $7,249+45.4% | $6,953+51.6% | $6,401+64.7% |
| Admin fee / account holder | $152,708 | $8,377+1723.0% | $6,734+2167.6% | $11,431+1236.0% |