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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 | $120,546 | $138,072-12.7% | $123,549-2.4% | $135,382-11.0% |
| Participation rate | 17.4% | 84.7%-67.3pp | 82.3%-64.9pp | 82.6%-65.3pp |
| Annual return | -27.96% | 153.69%-181.7pp | 119.20%-147.2pp | 519.77%-547.7pp |
| Employer contribution / active EE | $849 | $5,152-83.5% | $4,628-81.7% | $4,779-82.2% |
| Participant deferral / active EE | $2,686 | $6,799-60.5% | $6,426-58.2% | $5,609-52.1% |
| Admin fee / account holder | $609 | $10,917-94.4% | $9,284-93.4% | $10,829-94.4% |