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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 | $130,654 | $138,114-5.4% | $125,391+4.2% | $134,545-2.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.85% | 750.88%-773.7pp | 572.41%-595.3pp | 418.37%-441.2pp |
| Employer contribution / active EE | $539 | $5,246-89.7% | $4,816-88.8% | $4,742-88.6% |
| Participant deferral / active EE | $4,153 | $7,801-46.8% | $7,448-44.2% | $6,401-35.1% |
| Admin fee / account holder | $4,278 | $11,570-63.0% | $10,009-57.3% | $11,431-62.6% |