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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 | $51,545 | $180,462-71.4% | $154,111-66.6% | $135,379-61.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -16.23% | 888.17%-904.4pp | 735.18%-751.4pp | 519.79%-536.0pp |
| Employer contribution / active EE | $1,200 | $6,036-80.1% | $5,298-77.3% | $4,779-74.9% |
| Participant deferral / active EE | $5,023 | $5,806-13.5% | $5,081-1.1% | $5,609-10.4% |
| Admin fee / account holder | $13,637 | $16,145-15.5% | $13,411+1.7% | $10,828+25.9% |