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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 | $143,580 | $209,874-31.6% | $189,537-24.2% | $167,536-14.3% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | -1.23% | 748.61%-749.8pp | 555.34%-556.6pp | 478.82%-480.0pp |
| Employer contribution / active EE | $1,465 | $6,913-78.8% | $6,161-76.2% | $4,839-69.7% |
| Participant deferral / active EE | $7,513 | $8,934-15.9% | $8,220-8.6% | $6,342+18.5% |
| Admin fee / account holder | $1,841 | $14,299-87.1% | $12,048-84.7% | $12,315-85.1% |