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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 | $129,725 | $160,059-19.0% | $140,019-7.4% | $135,379-4.2% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -9.24% | 911.44%-920.7pp | 651.15%-660.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $480 | $6,420-92.5% | $5,605-91.4% | $4,779-90.0% |
| Participant deferral / active EE | $8,167 | $7,641+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $897 | $13,328-93.3% | $10,705-91.6% | $10,828-91.7% |