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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 | $188,739 | $102,429+84.3% | $147,096+28.3% | $80,925+133.2% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | -18.69% | 135.02%-153.7pp | 419.75%-438.4pp | 35.65%-54.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,007 | $6,649-54.8% | $8,071-62.7% | $4,299-30.1% |
| Admin fee / account holder | $15,645 | $7,957+96.6% | $13,005+20.3% | $6,940+125.4% |