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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 | $211,367 | $167,352+26.3% | $143,788+47.0% | $134,509+57.1% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -20.39% | 0.47%-20.9pp | -0.03%-20.4pp | 418.13%-438.5pp |
| Employer contribution / active EE | $541 | $5,620-90.4% | $4,952-89.1% | $4,741-88.6% |
| Participant deferral / active EE | $2,275 | $6,447-64.7% | $5,638-59.6% | $6,400-64.5% |
| Admin fee / account holder | $813 | $18,091-95.5% | $14,675-94.5% | $11,427-92.9% |