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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 | $193,280 | $142,392+35.7% | $119,622+61.6% | $134,532+43.7% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.3%-54.3pp | 81.2%-56.2pp |
| Annual return | -20.69% | -12.46%-8.2pp | -14.98%-5.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,600 | $6,467-44.3% | $5,601-35.7% | $6,401-43.8% |
| Admin fee / account holder | $4,140 | $13,593-69.5% | $10,328-59.9% | $11,429-63.8% |