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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 | $116,274 | $197,603-41.2% | $177,827-34.6% | $158,950-26.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | -1.46% | 58.76%-60.2pp | 48.32%-49.8pp | 302.91%-304.4pp |
| Employer contribution / active EE | $1,281 | $6,698-80.9% | $5,918-78.4% | $4,762-73.1% |
| Participant deferral / active EE | $7,557 | $8,404-10.1% | $7,713-2.0% | $5,983+26.3% |
| Admin fee / account holder | $8,572 | $15,402-44.3% | $12,429-31.0% | $11,248-23.8% |