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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 | $197,514 | $133,981+47.4% | $112,249+76.0% | $134,532+46.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -22.88% | 47.16%-70.0pp | 27.48%-50.4pp | 418.27%-441.1pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,367 | $5,292-17.5% | $4,729-7.7% | $6,401-31.8% |
| Admin fee / account holder | $1,562 | $7,492-79.2% | $6,412-75.6% | $11,429-86.3% |