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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 | $53,844 | $138,102-61.0% | $125,381-57.1% | $134,532-60.0% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -21.21% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $939 | $5,245-82.1% | $4,815-80.5% | $4,741-80.2% |
| Participant deferral / active EE | $4,842 | $7,801-37.9% | $7,448-35.0% | $6,401-24.4% |
| Admin fee / account holder | $779 | $11,568-93.3% | $10,007-92.2% | $11,429-93.2% |