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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 | $172,670 | $138,114+25.0% | $125,391+37.7% | $134,545+28.3% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -23.04% | 750.88%-773.9pp | 572.41%-595.5pp | 418.37%-441.4pp |
| Employer contribution / active EE | $800 | $5,246-84.8% | $4,816-83.4% | $4,742-83.1% |
| Participant deferral / active EE | $3,900 | $7,801-50.0% | $7,448-47.6% | $6,401-39.1% |
| Admin fee / account holder | $2,848 | $11,570-75.4% | $10,009-71.5% | $11,431-75.1% |