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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 | $155,471 | $82,324+88.9% | $68,803+126.0% | $134,545+15.6% |
| Participation rate | 9.1% | 75.1%-66.0pp | 69.0%-59.9pp | 81.2%-72.1pp |
| Annual return | -21.31% | -2.17%-19.1pp | -6.37%-14.9pp | 418.37%-439.7pp |
| Employer contribution / active EE | $195 | $3,302-94.1% | $2,656-92.6% | $4,742-95.9% |
| Participant deferral / active EE | $2,364 | $4,740-50.1% | $3,942-40.0% | $6,401-63.1% |
| Admin fee / account holder | $83,602 | $6,485+1189.2% | $4,936+1593.8% | $11,431+631.4% |