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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 | $161,395 | $138,114+16.9% | $125,391+28.7% | $134,545+20.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.99% | 750.88%-771.9pp | 572.41%-593.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $565 | $5,246-89.2% | $4,816-88.3% | $4,742-88.1% |
| Participant deferral / active EE | $5,966 | $7,801-23.5% | $7,448-19.9% | $6,401-6.8% |
| Admin fee / account holder | $10,996 | $11,570-5.0% | $10,009+9.9% | $11,431-3.8% |