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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 | $140,518 | $88,603+58.6% | $69,890+101.1% | $134,545+4.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -34.38% | 442.93%-477.3pp | 190.84%-225.2pp | 418.37%-452.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,250 | $4,771+114.8% | $3,848+166.3% | $6,401+60.1% |
| Admin fee / account holder | $73,100 | $10,443+600.0% | $6,267+1066.4% | $11,431+539.5% |