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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 | $82,154 | $152,591-46.2% | $117,529-30.1% | $134,545-38.9% |
| Participation rate | 60.9% | 77.1%-16.2pp | 70.6%-9.7pp | 81.2%-20.4pp |
| Annual return | -20.94% | 53.04%-74.0pp | 29.77%-50.7pp | 418.37%-439.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,152 | $4,821-34.6% | $4,072-22.6% | $6,401-50.8% |
| Admin fee / account holder | $1,000 | $7,004-85.7% | $5,645-82.3% | $11,431-91.3% |