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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 | $99,724 | $160,059-37.7% | $140,019-28.8% | $135,382-26.3% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -15.00% | 911.44%-926.4pp | 651.15%-666.2pp | 519.77%-534.8pp |
| Employer contribution / active EE | $428 | $6,420-93.3% | $5,605-92.4% | $4,779-91.0% |
| Participant deferral / active EE | $3,059 | $7,641-60.0% | $6,927-55.8% | $5,609-45.5% |
| Admin fee / account holder | $1,166 | $13,328-91.3% | $10,705-89.1% | $10,829-89.2% |