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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 | $71,707 | $138,078-48.1% | $125,363-42.8% | $134,509-46.7% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -21.58% | 750.49%-772.1pp | 572.15%-593.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $658 | $5,245-87.4% | $4,815-86.3% | $4,741-86.1% |
| Participant deferral / active EE | $5,467 | $7,800-29.9% | $7,447-26.6% | $6,400-14.6% |
| Admin fee / account holder | $1,915 | $11,566-83.4% | $10,005-80.9% | $11,427-83.2% |