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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 | $39,013 | $138,078-71.7% | $125,363-68.9% | $134,509-71.0% |
| Participation rate | 35.3% | 84.5%-49.2pp | 82.4%-47.1pp | 81.2%-45.9pp |
| Annual return | -21.80% | 750.49%-772.3pp | 572.15%-593.9pp | 418.13%-439.9pp |
| Employer contribution / active EE | $857 | $5,245-83.7% | $4,815-82.2% | $4,741-81.9% |
| Participant deferral / active EE | $6,896 | $7,800-11.6% | $7,447-7.4% | $6,400+7.7% |
| Admin fee / account holder | $431 | $11,566-96.3% | $10,005-95.7% | $11,427-96.2% |