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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 | $82,471 | $150,446-45.2% | $136,297-39.5% | $147,585-44.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | -5.35% | 1049.14%-1054.5pp | 5156.19%-5161.5pp | 578.58%-583.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,068 | $6,631-8.5% | $6,247-2.9% | $5,439+11.6% |
| Admin fee / account holder | $16,376 | $10,906+50.2% | $9,244+77.2% | $10,886+50.4% |