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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 | $53,649 | $39,798+34.8% | $67,704-20.8% | $59,633-10.0% |
| Participation rate | 52.5% | 57.4%-4.9pp | 67.5%-15.1pp | 68.7%-16.2pp |
| Annual return | -3.17% | 89.94%-93.1pp | 25.41%-28.6pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,716 | $2,335+16.3% | $3,585-24.3% | $3,192-14.9% |
| Admin fee / account holder | $1,788 | $3,212-44.3% | $4,255-58.0% | $4,297-58.4% |