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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 | $90,894 | $97,761-7.0% | $83,850+8.4% | $135,382-32.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -10.58% | 1287.44%-1298.0pp | 850.92%-861.5pp | 519.77%-530.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,727 | $4,682-20.4% | $4,082-8.7% | $5,609-33.5% |
| Admin fee / account holder | $973 | $6,674-85.4% | $5,478-82.2% | $10,829-91.0% |