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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 | $108,875 | $180,459-39.7% | $154,108-29.4% | $135,380-19.6% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -9.48% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $625 | $6,035-89.6% | $5,298-88.2% | $4,779-86.9% |
| Participant deferral / active EE | $4,500 | $5,806-22.5% | $5,081-11.4% | $5,609-19.8% |
| Admin fee / account holder | $11,027 | $16,145-31.7% | $13,411-17.8% | $10,828+1.8% |