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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 | $54,775 | $138,114-60.3% | $125,391-56.3% | $134,545-59.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -22.56% | 750.88%-773.4pp | 572.41%-595.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $925 | $5,246-82.4% | $4,816-80.8% | $4,742-80.5% |
| Participant deferral / active EE | $9,248 | $7,801+18.6% | $7,448+24.2% | $6,401+44.5% |
| Admin fee / account holder | $1,035 | $11,570-91.1% | $10,009-89.7% | $11,431-90.9% |