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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 | $152,494 | $180,462-15.5% | $154,111-1.0% | $135,379+12.6% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -10.25% | 888.17%-898.4pp | 735.18%-745.4pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,164 | $6,036-80.7% | $5,298-78.0% | $4,779-75.6% |
| Participant deferral / active EE | $2,963 | $5,806-49.0% | $5,081-41.7% | $5,609-47.2% |
| Admin fee / account holder | $1,406 | $16,145-91.3% | $13,411-89.5% | $10,828-87.0% |