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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 | $238,814 | $180,462+32.3% | $154,111+55.0% | $135,379+76.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.59% | 888.17%-897.8pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $520 | $6,036-91.4% | $5,298-90.2% | $4,779-89.1% |
| Participant deferral / active EE | $5,801 | $5,806-0.1% | $5,081+14.2% | $5,609+3.4% |
| Admin fee / account holder | $879 | $16,145-94.6% | $13,411-93.4% | $10,828-91.9% |