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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 | $65,229 | $56,197+16.1% | $67,652-3.6% | $59,633+9.4% |
| Participation rate | 55.6% | 71.5%-15.9pp | 75.7%-20.1pp | 68.7%-13.1pp |
| Annual return | -3.40% | 18508.10%-18511.5pp | 6625.40%-6628.8pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,995 | $2,844+5.3% | $3,560-15.9% | $3,192-6.2% |
| Admin fee / account holder | $375 | $3,958-90.5% | $4,821-92.2% | $4,297-91.3% |