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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 | $208,185 | $154,193+35.0% | $130,045+60.1% | $139,466+49.3% |
| Participation rate | 56.3% | 82.0%-25.7pp | 78.5%-22.3pp | 80.3%-24.1pp |
| Annual return | -3.01% | 32.51%-35.5pp | -137.30%+134.3pp | 373.66%-376.7pp |
| Employer contribution / active EE | $456 | $5,292-91.4% | $4,321-89.5% | $4,754-90.4% |
| Participant deferral / active EE | $2,550 | $6,709-62.0% | $5,820-56.2% | $6,712-62.0% |
| Admin fee / account holder | $1,303 | $13,989-90.7% | $10,600-87.7% | $11,409-88.6% |