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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 | $156,067 | $138,072+13.0% | $123,549+26.3% | $135,382+15.3% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -10.32% | 153.69%-164.0pp | 119.20%-129.5pp | 519.77%-530.1pp |
| Employer contribution / active EE | $387 | $5,152-92.5% | $4,628-91.6% | $4,779-91.9% |
| Participant deferral / active EE | $4,484 | $6,799-34.1% | $6,426-30.2% | $5,609-20.1% |
| Admin fee / account holder | $1,029 | $10,917-90.6% | $9,284-88.9% | $10,829-90.5% |