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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 | $120,372 | $91,536+31.5% | $130,062-7.5% | $75,177+60.1% |
| Participation rate | 58.6% | 71.5%-12.8pp | 78.5%-19.9pp | 67.2%-8.6pp |
| Annual return | -2.68% | -631.62%+628.9pp | -137.37%+134.7pp | 160.75%-163.4pp |
| Employer contribution / active EE | $415 | $2,845-85.4% | $4,322-90.4% | $2,671-84.5% |
| Participant deferral / active EE | $2,700 | $4,343-37.8% | $5,821-53.6% | $4,126-34.6% |
| Admin fee / account holder | $14,892 | $6,780+119.7% | $10,601+40.5% | $5,651+163.5% |