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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 | $153,037 | $69,012+121.8% | $160,037-4.4% | $68,490+123.4% |
| Participation rate | 32.4% | 65.4%-33.1pp | 78.0%-45.6pp | 67.9%-35.5pp |
| Annual return | -22.28% | -9.65%-12.6pp | 408.95%-431.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $200 | $2,212-91.0% | $4,226-95.3% | $2,597-92.3% |
| Participant deferral / active EE | $1,695 | $4,212-59.8% | $6,184-72.6% | $4,028-57.9% |
| Admin fee / account holder | $19,367 | $4,798+303.6% | $8,716+122.2% | $5,403+258.5% |