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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 | $84,253 | $160,059-47.4% | $140,019-39.8% | $135,379-37.8% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -9.25% | 911.44%-920.7pp | 651.15%-660.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $858 | $6,420-86.6% | $5,605-84.7% | $4,779-82.0% |
| Participant deferral / active EE | $3,797 | $7,641-50.3% | $6,927-45.2% | $5,609-32.3% |
| Admin fee / account holder | $920 | $13,328-93.1% | $10,705-91.4% | $10,828-91.5% |