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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 | $88,556 | $91,537-3.3% | $130,045-31.9% | $75,173+17.8% |
| Participation rate | 59.0% | 71.5%-12.5pp | 78.5%-19.5pp | 67.2%-8.2pp |
| Annual return | 9.36% | -631.55%+640.9pp | -137.30%+146.7pp | 160.72%-151.4pp |
| Employer contribution / active EE | $611 | $2,845-78.5% | $4,321-85.9% | $2,671-77.1% |
| Participant deferral / active EE | $3,097 | $4,343-28.7% | $5,820-46.8% | $4,126-25.0% |
| Admin fee / account holder | $23,462 | $6,780+246.1% | $10,600+121.3% | $5,651+315.2% |