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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 | $67,665 | $52,519+28.8% | $155,789-56.6% | $59,633+13.5% |
| Participation rate | 20.0% | 61.7%-41.7pp | 76.1%-56.1pp | 68.7%-48.7pp |
| Annual return | -3.17% | 53.51%-56.7pp | 71.54%-74.7pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,797 | $3,084-41.7% | $4,798-62.5% | $3,192-43.7% |
| Admin fee / account holder | $2,746 | $3,540-22.4% | $7,477-63.3% | $4,297-36.1% |