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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 | $178,516 | $95,188+87.5% | $76,518+133.3% | $135,379+31.9% |
| Participation rate | 64.3% | 74.4%-10.1pp | 68.0%-3.7pp | 82.6%-18.4pp |
| Annual return | -10.83% | 4.85%-15.7pp | -0.27%-10.6pp | 519.79%-530.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,505 | $4,640-2.9% | $3,836+17.5% | $5,609-19.7% |
| Admin fee / account holder | $340 | $6,249-94.6% | $4,849-93.0% | $10,828-96.9% |