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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 | $122,721 | $198,462-38.2% | $170,439-28.0% | $147,585-16.8% |
| Participation rate | 9.1% | 88.0%-78.9pp | 83.6%-74.5pp | 82.8%-73.7pp |
| Annual return | -6.16% | 257.30%-263.5pp | 205.94%-212.1pp | 578.58%-584.7pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,182 | $5,629-61.2% | $4,939-55.8% | $5,439-59.9% |
| Admin fee / account holder | $21,368 | $16,852+26.8% | $13,881+53.9% | $10,886+96.3% |