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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 | $240,547 | $183,627+31.0% | $155,602+54.6% | $145,978+64.8% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | -79.39% | 61.32%-140.7pp | 64.81%-144.2pp | 550.52%-629.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,367 | $6,466-32.5% | $5,629-22.4% | $6,690-34.7% |
| Admin fee / account holder | $752 | $19,327-96.1% | $15,923-95.3% | $13,400-94.4% |