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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 | $132,627 | $92,743+43.0% | $82,744+60.3% | $134,532-1.4% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | -29.22% | 946.63%-975.9pp | 702.22%-731.4pp | 418.27%-447.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,354 | $4,802-51.0% | $4,395-46.4% | $6,401-63.2% |
| Admin fee / account holder | $9,438 | $5,977+57.9% | $5,325+77.2% | $11,429-17.4% |