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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 | $31,687 | $190,916-83.4% | $160,037-80.2% | $134,545-76.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.08% | 552.79%-573.9pp | 408.95%-430.0pp | 418.37%-439.5pp |
| Employer contribution / active EE | $578 | $4,996-88.4% | $4,226-86.3% | $4,742-87.8% |
| Participant deferral / active EE | $7,152 | $6,925+3.3% | $6,184+15.7% | $6,401+11.7% |
| Admin fee / account holder | $3,578 | $10,497-65.9% | $8,716-58.9% | $11,431-68.7% |