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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 | $222,693 | $133,981+66.2% | $112,249+98.4% | $134,532+65.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -22.08% | 47.16%-69.2pp | 27.48%-49.6pp | 418.27%-440.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,065 | $5,292-61.0% | $4,729-56.3% | $6,401-67.7% |
| Admin fee / account holder | $2,161 | $7,492-71.2% | $6,412-66.3% | $11,429-81.1% |