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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 | $115,673 | $91,537+26.4% | $130,045-11.1% | $75,173+53.9% |
| Participation rate | 62.1% | 71.5%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 5.07% | -631.55%+636.6pp | -137.30%+142.4pp | 160.72%-155.6pp |
| Employer contribution / active EE | $236 | $2,845-91.7% | $4,321-94.5% | $2,671-91.2% |
| Participant deferral / active EE | $5,637 | $4,343+29.8% | $5,820-3.1% | $4,126+36.6% |
| Admin fee / account holder | $4,017 | $6,780-40.8% | $10,600-62.1% | $5,651-28.9% |