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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 | $31,917 | $180,462-82.3% | $154,111-79.3% | $135,379-76.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -11.95% | 888.17%-900.1pp | 735.18%-747.1pp | 519.79%-531.7pp |
| Employer contribution / active EE | $504 | $6,036-91.7% | $5,298-90.5% | $4,779-89.5% |
| Participant deferral / active EE | $2,231 | $5,806-61.6% | $5,081-56.1% | $5,609-60.2% |
| Admin fee / account holder | $12,764 | $16,145-20.9% | $13,411-4.8% | $10,828+17.9% |