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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 | $189,732 | $90,397+109.9% | $76,002+149.6% | $145,959+30.0% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | -6.20% | 621.97%-628.2pp | 360.07%-366.3pp | 561.95%-568.1pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,466 | $5,163-71.6% | $4,257-65.6% | $6,689-78.1% |
| Admin fee / account holder | $2,810 | $8,369-66.4% | $6,414-56.2% | $13,398-79.0% |