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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 | $78,389 | $150,447-47.9% | $136,298-42.5% | $147,586-46.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | -2.97% | 1049.15%-1052.1pp | 5156.27%-5159.2pp | 578.59%-581.6pp |
| Employer contribution / active EE | $553 | $5,256-89.5% | $4,696-88.2% | $4,876-88.7% |
| Participant deferral / active EE | $7,137 | $6,631+7.6% | $6,247+14.2% | $5,439+31.2% |
| Admin fee / account holder | $6,280 | $10,906-42.4% | $9,244-32.1% | $10,886-42.3% |