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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 | $241,481 | $138,078+74.9% | $125,363+92.6% | $134,509+79.5% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -20.72% | 750.49%-771.2pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $723 | $5,245-86.2% | $4,815-85.0% | $4,741-84.7% |
| Participant deferral / active EE | $3,712 | $7,800-52.4% | $7,447-50.2% | $6,400-42.0% |
| Admin fee / account holder | $8,009 | $11,566-30.8% | $10,005-20.0% | $11,427-29.9% |