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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 | $85,463 | $160,059-46.6% | $140,019-39.0% | $135,379-36.9% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -11.44% | 911.44%-922.9pp | 651.15%-662.6pp | 519.79%-531.2pp |
| Employer contribution / active EE | $1,079 | $6,420-83.2% | $5,605-80.7% | $4,779-77.4% |
| Participant deferral / active EE | $5,154 | $7,641-32.5% | $6,927-25.6% | $5,609-8.1% |
| Admin fee / account holder | $788 | $13,328-94.1% | $10,705-92.6% | $10,828-92.7% |