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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 | $111,495 | $138,114-19.3% | $125,391-11.1% | $134,545-17.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -20.87% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $903 | $5,246-82.8% | $4,816-81.2% | $4,742-80.9% |
| Participant deferral / active EE | $7,028 | $7,801-9.9% | $7,448-5.6% | $6,401+9.8% |
| Admin fee / account holder | $1,616 | $11,570-86.0% | $10,009-83.9% | $11,431-85.9% |