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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 | $165,482 | $167,362-1.1% | $143,799+15.1% | $134,532+23.0% |
| Participation rate | 63.2% | 84.8%-21.7pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -22.00% | 0.47%-22.5pp | -0.04%-22.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $877 | $5,620-84.4% | $4,952-82.3% | $4,741-81.5% |
| Participant deferral / active EE | $4,106 | $6,447-36.3% | $5,638-27.2% | $6,401-35.8% |
| Admin fee / account holder | $4,681 | $18,094-74.1% | $14,677-68.1% | $11,429-59.0% |