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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 | $131,632 | $180,462-27.1% | $154,111-14.6% | $135,379-2.8% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -9.20% | 888.17%-897.4pp | 735.18%-744.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $900 | $6,036-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $2,700 | $5,806-53.5% | $5,081-46.9% | $5,609-51.9% |
| Admin fee / account holder | $542 | $16,145-96.6% | $13,411-96.0% | $10,828-95.0% |