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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 | $96,059 | $138,102-30.4% | $125,381-23.4% | $134,532-28.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -23.78% | 750.73%-774.5pp | 572.31%-596.1pp | 418.27%-442.0pp |
| Employer contribution / active EE | $458 | $5,245-91.3% | $4,815-90.5% | $4,741-90.3% |
| Participant deferral / active EE | $3,391 | $7,801-56.5% | $7,448-54.5% | $6,401-47.0% |
| Admin fee / account holder | $2,447 | $11,568-78.8% | $10,007-75.5% | $11,429-78.6% |