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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 | $123,851 | $57,305+116.1% | $86,640+42.9% | $75,173+64.8% |
| Participation rate | 26.9% | 63.2%-36.3pp | 71.7%-44.8pp | 67.2%-40.3pp |
| Annual return | -1.60% | 2674.24%-2675.8pp | 592.52%-594.1pp | 160.72%-162.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,757 | $3,320-16.9% | $4,438-37.9% | $4,126-33.2% |
| Admin fee / account holder | $1,863 | $4,116-54.7% | $5,616-66.8% | $5,651-67.0% |