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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 | $112,904 | $167,522-32.6% | $151,639-25.5% | $134,532-16.1% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -34.33% | 7.81%-42.1pp | 3.34%-37.7pp | 418.27%-452.6pp |
| Employer contribution / active EE | $1,216 | $6,828-82.2% | $6,165-80.3% | $4,741-74.4% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,401+40.6% |
| Admin fee / account holder | $3,678 | $13,780-73.3% | $11,613-68.3% | $11,429-67.8% |