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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 | $125,217 | $160,059-21.8% | $140,019-10.6% | $135,382-7.5% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -10.93% | 911.44%-922.4pp | 651.15%-662.1pp | 519.77%-530.7pp |
| Employer contribution / active EE | $1,019 | $6,420-84.1% | $5,605-81.8% | $4,779-78.7% |
| Participant deferral / active EE | $3,883 | $7,641-49.2% | $6,927-43.9% | $5,609-30.8% |
| Admin fee / account holder | $8,199 | $13,328-38.5% | $10,705-23.4% | $10,829-24.3% |