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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 | $196,715 | $106,549+84.6% | $91,225+115.6% | $134,509+46.2% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -28.80% | 160.73%-189.5pp | 114.10%-142.9pp | 418.13%-446.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,155 | $4,719-11.9% | $4,234-1.9% | $6,400-35.1% |
| Admin fee / account holder | $1,028 | $6,234-83.5% | $5,422-81.0% | $11,427-91.0% |