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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 | $187,853 | $175,231+7.2% | $149,696+25.5% | $139,466+34.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | -5.92% | 166.77%-172.7pp | 134.46%-140.4pp | 373.66%-379.6pp |
| Employer contribution / active EE | $835 | $5,478-84.8% | $4,821-82.7% | $4,754-82.4% |
| Participant deferral / active EE | $7,315 | $6,521+12.2% | $5,682+28.7% | $6,712+9.0% |
| Admin fee / account holder | $1,859 | $16,155-88.5% | $13,212-85.9% | $11,409-83.7% |