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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 | $189,878 | $138,078+37.5% | $125,363+51.5% | $134,509+41.2% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -22.75% | 750.49%-773.2pp | 572.15%-594.9pp | 418.13%-440.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,185 | $7,800-20.7% | $7,447-17.0% | $6,400-3.4% |
| Admin fee / account holder | $2,587 | $11,566-77.6% | $10,005-74.1% | $11,427-77.4% |