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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 | $90,242 | $159,934-43.6% | $147,005-38.6% | $145,959-38.2% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.7pp | 80.3%-50.9pp |
| Annual return | -15.90% | 98.24%-114.1pp | 418.76%-434.7pp | 561.95%-577.9pp |
| Employer contribution / active EE | $963 | $5,287-81.8% | $4,934-80.5% | $4,661-79.3% |
| Participant deferral / active EE | $3,472 | $8,427-58.8% | $8,070-57.0% | $6,689-48.1% |
| Admin fee / account holder | $94,003 | $15,053+524.5% | $13,006+622.8% | $13,398+601.6% |