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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 | $127,853 | $138,076-7.4% | $123,553+3.5% | $135,380-5.6% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -9.87% | 153.70%-163.6pp | 119.21%-129.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $673 | $5,152-86.9% | $4,628-85.5% | $4,779-85.9% |
| Participant deferral / active EE | $2,836 | $6,800-58.3% | $6,426-55.9% | $5,609-49.4% |
| Admin fee / account holder | $342 | $10,917-96.9% | $9,284-96.3% | $10,828-96.8% |