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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 | $106,580 | $72,071+47.9% | $68,368+55.9% | $137,256-22.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -66.99% | 353.14%-420.1pp | 292.57%-359.6pp | 220.34%-287.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,409 | $4,410-45.4% | $4,123-41.6% | $6,407-62.4% |
| Admin fee / account holder | $443 | $5,336-91.7% | $5,150-91.4% | $12,270-96.4% |