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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 | $85,253 | $202,342-57.9% | $172,752-50.6% | $152,897-44.2% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.5%-35.8pp |
| Annual return | -0.43% | 1029.83%-1030.3pp | 802.97%-803.4pp | 345.43%-345.9pp |
| Employer contribution / active EE | $1,131 | $5,858-80.7% | $5,144-78.0% | $4,764-76.3% |
| Participant deferral / active EE | $2,235 | $5,948-62.4% | $5,198-57.0% | $5,851-61.8% |
| Admin fee / account holder | $189,839 | $17,111+1009.5% | $13,955+1260.4% | $11,599+1536.6% |