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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 | $136,738 | $160,040-14.6% | $147,096-7.0% | $145,877-6.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.64% | 98.49%-97.9pp | 419.75%-419.1pp | 551.28%-550.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,161 | $8,429-3.2% | $8,071+1.1% | $6,691+22.0% |
| Admin fee / account holder | $1,294 | $15,050-91.4% | $13,005-90.1% | $13,402-90.3% |