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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 | $50,932 | $180,462-71.8% | $154,111-67.0% | $135,379-62.4% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -44.58% | 888.17%-932.7pp | 735.18%-779.8pp | 519.79%-564.4pp |
| Employer contribution / active EE | $804 | $6,036-86.7% | $5,298-84.8% | $4,779-83.2% |
| Participant deferral / active EE | $2,945 | $5,806-49.3% | $5,081-42.0% | $5,609-47.5% |
| Admin fee / account holder | $34,526 | $16,145+113.9% | $13,411+157.4% | $10,828+218.9% |