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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 | $228,651 | $59,140+286.6% | $160,037+42.9% | $66,949+241.5% |
| Participation rate | 58.9% | 68.1%-9.3pp | 78.0%-19.1pp | 69.8%-10.9pp |
| Annual return | -21.40% | -12.25%-9.1pp | 408.95%-430.4pp | 1.57%-23.0pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $4,226-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,370 | $4,399+90.3% | $6,184+35.4% | $4,239+97.5% |
| Admin fee / account holder | $5,950 | $591+906.4% | $8,716-31.7% | $594+902.3% |