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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 | $91,267 | $180,462-49.4% | $154,111-40.8% | $135,379-32.6% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -9.39% | 888.17%-897.6pp | 735.18%-744.6pp | 519.79%-529.2pp |
| Employer contribution / active EE | $996 | $6,036-83.5% | $5,298-81.2% | $4,779-79.2% |
| Participant deferral / active EE | $7,400 | $5,806+27.4% | $5,081+45.7% | $5,609+31.9% |
| Admin fee / account holder | $1,023 | $16,145-93.7% | $13,411-92.4% | $10,828-90.6% |