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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 | $177,181 | $167,522+5.8% | $151,639+16.8% | $134,532+31.7% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -26.16% | 7.81%-34.0pp | 3.34%-29.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,335 | $6,828-80.4% | $6,165-78.3% | $4,741-71.8% |
| Participant deferral / active EE | $5,373 | $8,986-40.2% | $8,363-35.8% | $6,401-16.1% |
| Admin fee / account holder | $4,728 | $13,780-65.7% | $11,613-59.3% | $11,429-58.6% |