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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 | $69,774 | $138,078-49.5% | $125,363-44.3% | $134,509-48.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -26.63% | 750.49%-777.1pp | 572.15%-598.8pp | 418.13%-444.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,793 | $7,800-51.4% | $7,447-49.1% | $6,400-40.7% |
| Admin fee / account holder | $62,155 | $11,566+437.4% | $10,005+521.2% | $11,427+443.9% |