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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 | $191,148 | $75,962+151.6% | $154,111+24.0% | $64,173+197.9% |
| Participation rate | 58.7% | 70.4%-11.7pp | 83.0%-24.3pp | 69.6%-10.9pp |
| Annual return | -8.78% | 30.32%-39.1pp | 735.18%-744.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,374 | $3,175+163.8% | $5,081+64.8% | $3,470+141.4% |
| Admin fee / account holder | $6,228 | $5,589+11.4% | $13,411-53.6% | $4,887+27.4% |