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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 | $116,109 | $92,743+25.2% | $82,744+40.3% | $134,532-13.7% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -24.57% | 946.63%-971.2pp | 702.22%-726.8pp | 418.27%-442.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,229 | $4,802-53.6% | $4,395-49.3% | $6,401-65.2% |
| Admin fee / account holder | $10,372 | $5,977+73.5% | $5,325+94.8% | $11,429-9.2% |