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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 | $160,070-43.6% | $147,117-38.7% | $145,897-38.1% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | -15.90% | 98.69%-114.6pp | 420.54%-436.4pp | 552.29%-568.2pp |
| Employer contribution / active EE | $963 | $5,285-81.8% | $4,932-80.5% | $4,663-79.4% |
| Participant deferral / active EE | $3,472 | $8,419-58.8% | $8,065-56.9% | $6,689-48.1% |
| Admin fee / account holder | $94,003 | $15,035+525.2% | $12,993+623.5% | $13,390+602.0% |