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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 | $169,430 | $185,883-8.9% | $170,043-0.4% | $139,466+21.5% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | -1.39% | 60.54%-61.9pp | 53.40%-54.8pp | 373.66%-375.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,678 | $11,626-59.8% | $10,410-55.1% | $6,712-30.3% |
| Admin fee / account holder | $8,679 | $15,393-43.6% | $12,824-32.3% | $11,409-23.9% |