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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 | $108,454 | $180,459-39.9% | $154,108-29.6% | $135,380-19.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -17.61% | 888.21%-905.8pp | 735.21%-752.8pp | 519.81%-537.4pp |
| Employer contribution / active EE | $1,245 | $6,035-79.4% | $5,298-76.5% | $4,779-74.0% |
| Participant deferral / active EE | $7,688 | $5,806+32.4% | $5,081+51.3% | $5,609+37.1% |
| Admin fee / account holder | $1,113 | $16,145-93.1% | $13,411-91.7% | $10,828-89.7% |