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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 | $110,361 | $180,459-38.8% | $154,108-28.4% | $135,380-18.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.40% | 888.21%-898.6pp | 735.21%-745.6pp | 519.81%-530.2pp |
| Employer contribution / active EE | $1,130 | $6,035-81.3% | $5,298-78.7% | $4,779-76.4% |
| Participant deferral / active EE | $6,181 | $5,806+6.5% | $5,081+21.7% | $5,609+10.2% |
| Admin fee / account holder | $4,576 | $16,145-71.7% | $13,411-65.9% | $10,828-57.7% |