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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 | $180,980 | $82,674+118.9% | $125,381+44.3% | $68,486+164.3% |
| Participation rate | 67.2% | 75.1%-7.9pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -20.87% | -5.97%-14.9pp | 572.31%-593.2pp | -7.85%-13.0pp |
| Employer contribution / active EE | $4 | $3,382-99.9% | $4,815-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $13,189 | $6,111+115.8% | $7,448+77.1% | $4,028+227.5% |
| Admin fee / account holder | $11,911 | $6,277+89.8% | $10,007+19.0% | $5,404+120.4% |