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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 | $58,814 | $180,459-67.4% | $154,108-61.8% | $135,380-56.6% |
| Participation rate | 29.2% | 87.4%-58.3pp | 83.0%-53.9pp | 82.6%-53.5pp |
| Annual return | -10.98% | 888.21%-899.2pp | 735.21%-746.2pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,139 | $6,035-81.1% | $5,298-78.5% | $4,779-76.2% |
| Participant deferral / active EE | $3,475 | $5,806-40.2% | $5,081-31.6% | $5,609-38.0% |
| Admin fee / account holder | $331 | $16,145-98.0% | $13,411-97.5% | $10,828-96.9% |