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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 | $200,514 | $160,059+25.3% | $140,019+43.2% | $135,379+48.1% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -9.63% | 911.44%-921.1pp | 651.15%-660.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,006 | $6,420-84.3% | $5,605-82.0% | $4,779-78.9% |
| Participant deferral / active EE | $14,286 | $7,641+87.0% | $6,927+106.3% | $5,609+154.7% |
| Admin fee / account holder | $2,179 | $13,328-83.6% | $10,705-79.6% | $10,828-79.9% |