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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 | $166,536 | $180,462-7.7% | $154,111+8.1% | $135,379+23.0% |
| Participation rate | 14.3% | 87.4%-73.1pp | 83.0%-68.8pp | 82.6%-68.4pp |
| Annual return | -12.51% | 888.17%-900.7pp | 735.18%-747.7pp | 519.79%-532.3pp |
| Employer contribution / active EE | $1,072 | $6,036-82.2% | $5,298-79.8% | $4,779-77.6% |
| Participant deferral / active EE | $3,240 | $5,806-44.2% | $5,081-36.2% | $5,609-42.2% |
| Admin fee / account holder | $1,333 | $16,145-91.7% | $13,411-90.1% | $10,828-87.7% |