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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 | $74,721 | $44,850+66.6% | $60,547+23.4% | $59,633+25.3% |
| Participation rate | 27.1% | 59.5%-32.3pp | 68.0%-40.8pp | 68.7%-41.5pp |
| Annual return | -3.42% | 1074.14%-1077.6pp | 335.64%-339.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,114 | $2,230-50.0% | $3,328-66.5% | $3,192-65.1% |
| Admin fee / account holder | $327 | $3,635-91.0% | $4,536-92.8% | $4,297-92.4% |