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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 | $64,178 | $180,466-64.4% | $154,114-58.4% | $135,382-52.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -9.06% | 888.15%-897.2pp | 735.16%-744.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,114 | $6,035-81.5% | $5,298-79.0% | $4,779-76.7% |
| Participant deferral / active EE | $6,570 | $5,806+13.2% | $5,081+29.3% | $5,609+17.1% |
| Admin fee / account holder | $767 | $16,144-95.3% | $13,411-94.3% | $10,829-92.9% |