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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 | $239,310 | $111,301+115.0% | $112,977+111.8% | $158,966+50.5% |
| Participation rate | 42.9% | 83.5%-40.6pp | 82.6%-39.7pp | 82.0%-39.1pp |
| Annual return | -4.07% | 26.40%-30.5pp | 24.24%-28.3pp | 302.95%-307.0pp |
| Employer contribution / active EE | $923 | $4,471-79.4% | $4,255-78.3% | $4,762-80.6% |
| Participant deferral / active EE | $5,508 | $5,880-6.3% | $5,836-5.6% | $5,983-7.9% |
| Admin fee / account holder | $55,564 | $8,392+562.1% | $6,294+782.8% | $11,250+393.9% |