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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 | $135,503 | $138,072-1.9% | $123,549+9.7% | $135,382+0.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -9.77% | 153.69%-163.5pp | 119.20%-129.0pp | 519.77%-529.5pp |
| Employer contribution / active EE | $763 | $5,152-85.2% | $4,628-83.5% | $4,779-84.0% |
| Participant deferral / active EE | $5,013 | $6,799-26.3% | $6,426-22.0% | $5,609-10.6% |
| Admin fee / account holder | $36,590 | $10,917+235.2% | $9,284+294.1% | $10,829+237.9% |