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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 | $93,380 | $112,935-17.3% | $90,970+2.6% | $158,966-41.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | -23.43% | 215.79%-239.2pp | 134.58%-158.0pp | 302.95%-326.4pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,750 | $4,129+136.1% | $3,373+189.0% | $5,983+63.0% |
| Admin fee / account holder | $22,927 | $8,045+185.0% | $5,960+284.7% | $11,250+103.8% |