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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 | $77,318 | $82,630-6.4% | $64,105+20.6% | $125,393-38.3% |
| Participation rate | 40.9% | 75.9%-34.9pp | 68.2%-27.3pp | 83.2%-42.3pp |
| Annual return | -4.86% | 1489.72%-1494.6pp | 791.24%-796.1pp | 282.23%-287.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,025 | $3,608-71.6% | $2,822-63.7% | $5,351-80.8% |
| Admin fee / account holder | $10,735 | $6,382+68.2% | $4,499+138.6% | $9,541+12.5% |