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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 | $201,717 | $132,634+52.1% | $115,768+74.2% | $137,256+47.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | -14.32% | 160.70%-175.0pp | 100.46%-114.8pp | 220.34%-234.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,333 | $5,619-22.9% | $4,917-11.9% | $6,407-32.4% |
| Admin fee / account holder | $1,247 | $15,028-91.7% | $12,439-90.0% | $12,270-89.8% |