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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 | $51,694 | $160,059-67.7% | $140,019-63.1% | $135,380-61.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -10.59% | 911.48%-922.1pp | 651.17%-661.8pp | 519.81%-530.4pp |
| Employer contribution / active EE | $796 | $6,420-87.6% | $5,605-85.8% | $4,779-83.4% |
| Participant deferral / active EE | $4,405 | $7,641-42.3% | $6,927-36.4% | $5,609-21.5% |
| Admin fee / account holder | $788 | $13,328-94.1% | $10,705-92.6% | $10,828-92.7% |