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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 | $163,338 | $144,130+13.3% | $117,861+38.6% | $147,586+10.7% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | -48.73% | 531.20%-579.9pp | 335.11%-383.8pp | 578.59%-627.3pp |
| Employer contribution / active EE | $692 | $4,897-85.9% | $3,786-81.7% | $4,876-85.8% |
| Participant deferral / active EE | $3,500 | $5,316-34.2% | $4,482-21.9% | $5,439-35.6% |
| Admin fee / account holder | $3,041 | $10,887-72.1% | $8,021-62.1% | $10,886-72.1% |