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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 | $172,233 | $91,537+88.2% | $130,045+32.4% | $75,173+129.1% |
| Participation rate | 64.5% | 71.5%-6.9pp | 78.5%-14.0pp | 67.2%-2.7pp |
| Annual return | 5.05% | -631.55%+636.6pp | -137.30%+142.4pp | 160.72%-155.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,287 | $4,343-24.3% | $5,820-43.5% | $4,126-20.3% |
| Admin fee / account holder | $34,053 | $6,780+402.3% | $10,600+221.2% | $5,651+502.6% |