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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 | $128,729 | $107,363+19.9% | $92,909+38.6% | $152,897-15.8% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | -2.37% | 145.63%-148.0pp | 109.44%-111.8pp | 345.43%-347.8pp |
| Employer contribution / active EE | $397 | $4,222-90.6% | $3,653-89.1% | $4,764-91.7% |
| Participant deferral / active EE | $4,651 | $4,848-4.1% | $4,238+9.7% | $5,851-20.5% |
| Admin fee / account holder | $2,242 | $7,082-68.3% | $5,795-61.3% | $11,599-80.7% |