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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 | $31,077 | $138,078-77.5% | $125,363-75.2% | $134,509-76.9% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -20.73% | 750.49%-771.2pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $604 | $5,245-88.5% | $4,815-87.5% | $4,741-87.3% |
| Participant deferral / active EE | $4,079 | $7,800-47.7% | $7,447-45.2% | $6,400-36.3% |
| Admin fee / account holder | $528 | $11,566-95.4% | $10,005-94.7% | $11,427-95.4% |