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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 | $74,632 | $138,102-46.0% | $125,381-40.5% | $134,532-44.5% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-14.0pp | 81.2%-12.8pp |
| Annual return | -21.10% | 750.73%-771.8pp | 572.31%-593.4pp | 418.27%-439.4pp |
| Employer contribution / active EE | $643 | $5,245-87.7% | $4,815-86.7% | $4,741-86.4% |
| Participant deferral / active EE | $5,349 | $7,801-31.4% | $7,448-28.2% | $6,401-16.4% |
| Admin fee / account holder | $2,697 | $11,568-76.7% | $10,007-73.0% | $11,429-76.4% |