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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 | $62,814 | $138,102-54.5% | $125,381-49.9% | $134,532-53.3% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -22.27% | 750.73%-773.0pp | 572.31%-594.6pp | 418.27%-440.5pp |
| Employer contribution / active EE | $513 | $5,245-90.2% | $4,815-89.3% | $4,741-89.2% |
| Participant deferral / active EE | $6,580 | $7,801-15.6% | $7,448-11.6% | $6,401+2.8% |
| Admin fee / account holder | $1,166 | $11,568-89.9% | $10,007-88.4% | $11,429-89.8% |