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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 | $248,445 | $142,361+74.5% | $119,608+107.7% | $134,509+84.7% |
| Participation rate | 36.4% | 82.8%-46.5pp | 79.3%-42.9pp | 81.2%-44.9pp |
| Annual return | -21.68% | -12.46%-9.2pp | -14.98%-6.7pp | 418.13%-439.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,138 | $6,468-51.5% | $5,601-44.0% | $6,400-51.0% |
| Admin fee / account holder | $2,543 | $13,588-81.3% | $10,326-75.4% | $11,427-77.7% |