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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 | $49,402 | $171,867-71.3% | $149,716-67.0% | $147,585-66.5% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | -2.61% | 2113.36%-2116.0pp | 1501.67%-1504.3pp | 578.58%-581.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,456 | $7,270+2.6% | $6,568+13.5% | $5,439+37.1% |
| Admin fee / account holder | $3,908 | $13,799-71.7% | $11,282-65.4% | $10,886-64.1% |