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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 | $218,791 | $111,830+95.6% | $93,696+133.5% | $145,884+50.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -28.49% | 204.08%-232.6pp | 133.74%-162.2pp | 551.85%-580.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,535 | $4,920+32.8% | $4,417+48.0% | $6,690-2.3% |
| Admin fee / account holder | $899 | $10,249-91.2% | $8,287-89.2% | $13,392-93.3% |