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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 | $241,633 | $131,835+83.3% | $108,582+122.5% | $273,972-11.8% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | -1.53% | -91.57%+90.0pp | -51.70%+50.2pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,200 | $5,127+40.4% | $4,311+67.0% | $5,287+36.2% |
| Admin fee / account holder | $9,266 | $10,253-9.6% | $7,645+21.2% | $10,133-8.5% |