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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 | $98,092 | $180,466-45.6% | $154,114-36.4% | $135,382-27.5% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -13.18% | 888.15%-901.3pp | 735.16%-748.3pp | 519.77%-532.9pp |
| Employer contribution / active EE | $1,101 | $6,035-81.8% | $5,298-79.2% | $4,779-77.0% |
| Participant deferral / active EE | $4,264 | $5,806-26.6% | $5,081-16.1% | $5,609-24.0% |
| Admin fee / account holder | $1,925 | $16,144-88.1% | $13,411-85.6% | $10,829-82.2% |