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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 | $205,144 | $142,392+44.1% | $119,622+71.5% | $134,532+52.5% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -23.39% | -12.46%-10.9pp | -14.98%-8.4pp | 418.27%-441.7pp |
| Employer contribution / active EE | $996 | $5,224-80.9% | $4,232-76.5% | $4,741-79.0% |
| Participant deferral / active EE | $6,492 | $6,467+0.4% | $5,601+15.9% | $6,401+1.4% |
| Admin fee / account holder | $1,369 | $13,593-89.9% | $10,328-86.7% | $11,429-88.0% |