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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 | $48,643 | $160,059-69.6% | $140,019-65.3% | $135,379-64.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.31% | 911.44%-920.8pp | 651.15%-660.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,298 | $6,420-79.8% | $5,605-76.8% | $4,779-72.8% |
| Participant deferral / active EE | $3,315 | $7,641-56.6% | $6,927-52.1% | $5,609-40.9% |
| Admin fee / account holder | $2,986 | $13,328-77.6% | $10,705-72.1% | $10,828-72.4% |