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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 | $114,339 | $138,114-17.2% | $125,391-8.8% | $134,545-15.0% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -22.66% | 750.88%-773.5pp | 572.41%-595.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $688 | $5,246-86.9% | $4,816-85.7% | $4,742-85.5% |
| Participant deferral / active EE | $7,175 | $7,801-8.0% | $7,448-3.7% | $6,401+12.1% |
| Admin fee / account holder | $2,126 | $11,570-81.6% | $10,009-78.8% | $11,431-81.4% |