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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 | $70,548 | $160,059-55.9% | $140,019-49.6% | $135,380-47.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -11.94% | 911.48%-923.4pp | 651.17%-663.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $1,200 | $6,420-81.3% | $5,605-78.6% | $4,779-74.9% |
| Participant deferral / active EE | $3,353 | $7,641-56.1% | $6,927-51.6% | $5,609-40.2% |
| Admin fee / account holder | $1,200 | $13,328-91.0% | $10,705-88.8% | $10,828-88.9% |