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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 | $145,700 | $92,684+57.2% | $82,706+76.2% | $134,509+8.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -22.25% | 945.84%-968.1pp | 701.76%-724.0pp | 418.13%-440.4pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,114 | $4,800+110.7% | $4,394+130.2% | $6,400+58.0% |
| Admin fee / account holder | $10,761 | $5,982+79.9% | $5,329+102.0% | $11,427-5.8% |