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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 | $134,085 | $99,647+34.6% | $86,439+55.1% | $134,509-0.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -24.02% | 6784.13%-6808.2pp | 4395.55%-4419.6pp | 418.13%-442.2pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,642 | $7,246+115.9% | $6,952+125.0% | $6,400+144.4% |
| Admin fee / account holder | $115,020 | $8,373+1273.7% | $6,732+1608.6% | $11,427+906.6% |