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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 | $122,413 | $52,678+132.4% | $75,784+61.5% | $59,633+105.3% |
| Participation rate | 26.4% | 67.2%-40.8pp | 75.8%-49.4pp | 68.7%-42.3pp |
| Annual return | -51.21% | 2.95%-54.2pp | 9.68%-60.9pp | 2041.40%-2092.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,887 | $2,591-27.2% | $3,652-48.3% | $3,192-40.9% |
| Admin fee / account holder | $17,817 | $3,610+393.6% | $5,300+236.2% | $4,297+314.6% |