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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 | $198,077 | $133,983+47.8% | $112,244+76.5% | $134,493+47.3% |
| Participation rate | 34.8% | 78.6%-43.8pp | 75.1%-40.3pp | 81.2%-46.4pp |
| Annual return | -20.86% | 47.13%-68.0pp | 27.46%-48.3pp | 418.01%-438.9pp |
| Employer contribution / active EE | $746 | $4,039-81.5% | $3,635-79.5% | $4,740-84.3% |
| Participant deferral / active EE | $2,073 | $5,291-60.8% | $4,728-56.2% | $6,400-67.6% |
| Admin fee / account holder | $12,039 | $7,490+60.7% | $6,411+87.8% | $11,425+5.4% |