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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 | $97,462 | $91,537+6.5% | $130,045-25.1% | $75,173+29.7% |
| Participation rate | 34.1% | 71.5%-37.4pp | 78.5%-44.4pp | 67.2%-33.1pp |
| Annual return | 11.12% | -631.55%+642.7pp | -137.30%+148.4pp | 160.72%-149.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,274 | $4,343-24.6% | $5,820-43.7% | $4,126-20.7% |
| Admin fee / account holder | $26,050 | $6,780+284.2% | $10,600+145.7% | $5,651+361.0% |