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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 | $48,414 | $138,102-64.9% | $125,381-61.4% | $134,532-64.0% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -20.73% | 750.73%-771.5pp | 572.31%-593.0pp | 418.27%-439.0pp |
| Employer contribution / active EE | $742 | $5,245-85.9% | $4,815-84.6% | $4,741-84.3% |
| Participant deferral / active EE | $3,983 | $7,801-48.9% | $7,448-46.5% | $6,401-37.8% |
| Admin fee / account holder | $7,562 | $11,568-34.6% | $10,007-24.4% | $11,429-33.8% |