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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 | $65,299 | $180,459-63.8% | $154,108-57.6% | $135,380-51.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -11.65% | 888.21%-899.9pp | 735.21%-746.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,256 | $6,035-79.2% | $5,298-76.3% | $4,779-73.7% |
| Participant deferral / active EE | $3,971 | $5,806-31.6% | $5,081-21.9% | $5,609-29.2% |
| Admin fee / account holder | $597 | $16,145-96.3% | $13,411-95.5% | $10,828-94.5% |