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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 | $95,891 | $106,557-10.0% | $91,227+5.1% | $134,545-28.7% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.2%-12.3pp | 81.2%-20.4pp |
| Annual return | -22.51% | 160.81%-183.3pp | 114.14%-136.7pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,445 | $4,719-27.0% | $4,234-18.6% | $6,401-46.2% |
| Admin fee / account holder | $17,207 | $6,235+176.0% | $5,423+217.3% | $11,431+50.5% |