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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 | $166,687 | $127,386+30.9% | $115,037+44.9% | $125,393+32.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -4.74% | 31.28%-36.0pp | 26.14%-30.9pp | 282.23%-287.0pp |
| Employer contribution / active EE | $400 | $5,166-92.3% | $4,608-91.3% | $4,866-91.8% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,351+68.2% |
| Admin fee / account holder | $1,448 | $9,516-84.8% | $8,175-82.3% | $9,541-84.8% |