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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 | $132,542 | $91,525+44.8% | $130,026+1.9% | $75,181+76.3% |
| Participation rate | 48.8% | 71.4%-22.7pp | 78.5%-29.7pp | 67.2%-18.4pp |
| Annual return | 5.08% | -631.40%+636.5pp | -137.26%+142.3pp | 160.69%-155.6pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,344 | $4,342-46.0% | $5,821-59.7% | $4,126-43.2% |
| Admin fee / account holder | $11,976 | $6,778+76.7% | $10,608+12.9% | $5,650+112.0% |