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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 | $49,880 | $99,668-50.0% | $86,451-42.3% | $134,545-62.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -23.01% | 6789.61%-6812.6pp | 4398.51%-4421.5pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,535 | $7,249+45.3% | $6,953+51.5% | $6,401+64.6% |
| Admin fee / account holder | $4,258 | $8,377-49.2% | $6,734-36.8% | $11,431-62.8% |