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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 | $95,573 | $56,197+70.1% | $67,652+41.3% | $59,633+60.3% |
| Participation rate | 40.6% | 71.5%-30.8pp | 75.7%-35.0pp | 68.7%-28.0pp |
| Annual return | -2.86% | 18508.10%-18511.0pp | 6625.40%-6628.3pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,896 | $2,844+1.9% | $3,560-18.6% | $3,192-9.3% |
| Admin fee / account holder | $1,401 | $3,958-64.6% | $4,821-70.9% | $4,297-67.4% |