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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 | $53,793 | $138,076-61.0% | $123,553-56.5% | $135,380-60.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -14.81% | 153.70%-168.5pp | 119.21%-134.0pp | 519.81%-534.6pp |
| Employer contribution / active EE | $386 | $5,152-92.5% | $4,628-91.7% | $4,779-91.9% |
| Participant deferral / active EE | $4,041 | $6,800-40.6% | $6,426-37.1% | $5,609-28.0% |
| Admin fee / account holder | $682 | $10,917-93.8% | $9,284-92.7% | $10,828-93.7% |