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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 | $57,953 | $159,934-63.8% | $147,005-60.6% | $145,959-60.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | -0.21% | 98.24%-98.5pp | 418.76%-419.0pp | 561.95%-562.2pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,950 | $8,427-41.3% | $8,070-38.7% | $6,689-26.0% |
| Admin fee / account holder | $17,529 | $15,053+16.4% | $13,006+34.8% | $13,398+30.8% |