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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 | $80,952 | $91,537-11.6% | $130,045-37.8% | $75,173+7.7% |
| Participation rate | 48.6% | 71.5%-22.9pp | 78.5%-29.9pp | 67.2%-18.6pp |
| Annual return | 8.69% | -631.55%+640.2pp | -137.30%+146.0pp | 160.72%-152.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,092 | $4,343-51.8% | $5,820-64.1% | $4,126-49.3% |
| Admin fee / account holder | $16,007 | $6,780+136.1% | $10,600+51.0% | $5,651+183.3% |