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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 | $99,219 | $44,850+121.2% | $60,547+63.9% | $59,633+66.4% |
| Participation rate | 18.2% | 59.5%-41.3pp | 68.0%-49.8pp | 68.7%-50.5pp |
| Annual return | -3.27% | 1074.14%-1077.4pp | 335.64%-338.9pp | 2041.40%-2044.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,260 | $2,230-43.5% | $3,328-62.1% | $3,192-60.5% |
| Admin fee / account holder | $2,562 | $3,635-29.5% | $4,536-43.5% | $4,297-40.4% |