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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 | $231,691 | $56,134+312.7% | $96,171+140.9% | $85,847+169.9% |
| Participation rate | 7.1% | 56.7%-49.6pp | 68.4%-61.3pp | 69.3%-62.2pp |
| Annual return | -1.54% | 42.30%-43.8pp | 192.04%-193.6pp | 318.61%-320.1pp |
| Employer contribution / active EE | $197 | $1,620-87.8% | $2,799-92.9% | $2,565-92.3% |
| Participant deferral / active EE | $2,067 | $2,858-27.7% | $4,350-52.5% | $3,952-47.7% |
| Admin fee / account holder | $2,076 | $3,769-44.9% | $5,538-62.5% | $6,261-66.8% |