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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 | $58,250 | $180,459-67.7% | $154,108-62.2% | $135,380-57.0% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -13.24% | 888.21%-901.4pp | 735.21%-748.4pp | 519.81%-533.0pp |
| Employer contribution / active EE | $485 | $6,035-92.0% | $5,298-90.8% | $4,779-89.8% |
| Participant deferral / active EE | $3,956 | $5,806-31.9% | $5,081-22.1% | $5,609-29.5% |
| Admin fee / account holder | $888 | $16,145-94.5% | $13,411-93.4% | $10,828-91.8% |