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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 | $47,625 | $180,459-73.6% | $154,108-69.1% | $135,380-64.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.46% | 888.21%-898.7pp | 735.21%-745.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,150 | $6,035-80.9% | $5,298-78.3% | $4,779-75.9% |
| Participant deferral / active EE | $3,904 | $5,806-32.8% | $5,081-23.2% | $5,609-30.4% |
| Admin fee / account holder | $650 | $16,145-96.0% | $13,411-95.2% | $10,828-94.0% |