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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 | $117,706 | $125,184-6.0% | $105,607+11.5% | $145,884-19.3% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | -30.31% | 225.00%-255.3pp | 116.11%-146.4pp | 551.85%-582.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,050 | $5,714-46.6% | $5,011-39.1% | $6,690-54.4% |
| Admin fee / account holder | $1,867 | $17,133-89.1% | $10,958-83.0% | $13,392-86.1% |