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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 | $90,579 | $209,422-56.7% | $178,503-49.3% | $158,982-43.0% |
| Participation rate | 69.6% | 86.4%-16.8pp | 81.9%-12.4pp | 82.0%-12.4pp |
| Annual return | -2.02% | 188.81%-190.8pp | 151.12%-153.1pp | 302.99%-305.0pp |
| Employer contribution / active EE | $1,106 | $5,707-80.6% | $5,011-77.9% | $4,763-76.8% |
| Participant deferral / active EE | $3,183 | $5,955-46.6% | $5,202-38.8% | $5,983-46.8% |
| Admin fee / account holder | $5,531 | $17,079-67.6% | $13,987-60.5% | $11,252-50.8% |