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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 | $63,505 | $97,732-35.0% | $83,831-24.2% | $135,380-53.1% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -11.32% | 1287.56%-1298.9pp | 850.99%-862.3pp | 519.81%-531.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,642 | $4,683-43.6% | $4,082-35.3% | $5,609-52.9% |
| Admin fee / account holder | $3,552 | $6,675-46.8% | $5,479-35.2% | $10,828-67.2% |