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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 | $69,964 | $91,536-23.6% | $130,062-46.2% | $75,177-6.9% |
| Participation rate | 56.3% | 71.5%-15.1pp | 78.5%-22.2pp | 67.2%-10.9pp |
| Annual return | 9.70% | -631.62%+641.3pp | -137.37%+147.1pp | 160.75%-151.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,037 | $4,343-53.1% | $5,821-65.0% | $4,126-50.6% |
| Admin fee / account holder | $19,293 | $6,780+184.6% | $10,601+82.0% | $5,651+241.4% |