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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 | $205,036 | $167,352+22.5% | $143,788+42.6% | $134,509+52.4% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -28.97% | 0.47%-29.4pp | -0.03%-28.9pp | 418.13%-447.1pp |
| Employer contribution / active EE | $546 | $5,620-90.3% | $4,952-89.0% | $4,741-88.5% |
| Participant deferral / active EE | $2,210 | $6,447-65.7% | $5,638-60.8% | $6,400-65.5% |
| Admin fee / account holder | $1,313 | $18,091-92.7% | $14,675-91.1% | $11,427-88.5% |