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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 | $145,677 | $67,396+116.1% | $60,919+139.1% | $134,545+8.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -25.36% | 50.12%-75.5pp | 16.96%-42.3pp | 418.37%-443.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,136 | $4,534-30.8% | $3,814-17.8% | $6,401-51.0% |
| Admin fee / account holder | $4,750 | $4,590+3.5% | $3,228+47.2% | $11,431-58.4% |