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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 | $145,637 | $138,102+5.5% | $125,381+16.2% | $134,532+8.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.75% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $449 | $5,245-91.4% | $4,815-90.7% | $4,741-90.5% |
| Participant deferral / active EE | $10,250 | $7,801+31.4% | $7,448+37.6% | $6,401+60.1% |
| Admin fee / account holder | $1,181 | $11,568-89.8% | $10,007-88.2% | $11,429-89.7% |