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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 | $129,589 | $57,330+126.0% | $86,656+49.5% | $75,177+72.4% |
| Participation rate | 65.9% | 63.2%+2.7pp | 71.7%-5.9pp | 67.2%-1.4pp |
| Annual return | -6.48% | 2675.40%-2681.9pp | 593.09%-599.6pp | 160.75%-167.2pp |
| Employer contribution / active EE | $93 | $2,316-96.0% | $3,025-96.9% | $2,671-96.5% |
| Participant deferral / active EE | $6,823 | $3,320+105.5% | $4,439+53.7% | $4,126+65.4% |
| Admin fee / account holder | $3,091 | $4,115-24.9% | $5,619-45.0% | $5,651-45.3% |