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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 | $164,257 | $138,102+18.9% | $125,381+31.0% | $134,532+22.1% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -25.42% | 750.73%-776.1pp | 572.31%-597.7pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,579 | $7,801-15.7% | $7,448-11.7% | $6,401+2.8% |
| Admin fee / account holder | $4,327 | $11,568-62.6% | $10,007-56.8% | $11,429-62.1% |