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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 | $236,871 | $54,355+335.8% | $82,744+186.3% | $68,486+245.9% |
| Participation rate | 25.9% | 63.9%-38.0pp | 72.6%-46.6pp | 67.9%-42.0pp |
| Annual return | -21.57% | -13.67%-7.9pp | 702.22%-723.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,502 | $3,246-22.9% | $4,395-43.1% | $4,028-37.9% |
| Admin fee / account holder | $7,613 | $4,397+73.2% | $5,325+43.0% | $5,404+40.9% |