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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 | $145,437 | $160,040-9.1% | $147,096-1.1% | $145,877-0.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -11.64% | 98.49%-110.1pp | 419.75%-431.4pp | 551.28%-562.9pp |
| Employer contribution / active EE | $512 | $5,289-90.3% | $4,936-89.6% | $4,663-89.0% |
| Participant deferral / active EE | $8,694 | $8,429+3.1% | $8,071+7.7% | $6,691+29.9% |
| Admin fee / account holder | $2,758 | $15,050-81.7% | $13,005-78.8% | $13,402-79.4% |