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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 | $96,646 | $82,630+17.0% | $64,105+50.8% | $125,389-22.9% |
| Participation rate | 55.6% | 75.9%-20.3pp | 68.2%-12.6pp | 83.2%-27.6pp |
| Annual return | -4.78% | 1489.72%-1494.5pp | 791.24%-796.0pp | 282.24%-287.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,676 | $3,608-53.6% | $2,822-40.6% | $5,352-68.7% |
| Admin fee / account holder | $4,883 | $6,382-23.5% | $4,499+8.5% | $9,541-48.8% |