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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 | $62,816 | $52,519+19.6% | $155,789-59.7% | $59,633+5.3% |
| Participation rate | 23.8% | 61.7%-37.9pp | 76.1%-52.3pp | 68.7%-44.9pp |
| Annual return | -3.88% | 53.51%-57.4pp | 71.54%-75.4pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,248 | $3,084-59.5% | $4,798-74.0% | $3,192-60.9% |
| Admin fee / account holder | $11,914 | $3,540+236.6% | $7,477+59.3% | $4,297+177.3% |