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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 | $75,311 | $135,645-44.5% | $110,243-31.7% | $135,379-44.4% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -12.62% | 513.24%-525.9pp | 314.76%-327.4pp | 519.79%-532.4pp |
| Employer contribution / active EE | $313 | $4,907-93.6% | $3,827-91.8% | $4,779-93.5% |
| Participant deferral / active EE | $2,228 | $5,507-59.5% | $4,672-52.3% | $5,609-60.3% |
| Admin fee / account holder | $305 | $11,458-97.3% | $8,548-96.4% | $10,828-97.2% |