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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 | $57,617 | $180,459-68.1% | $154,108-62.6% | $135,380-57.4% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -14.29% | 888.21%-902.5pp | 735.21%-749.5pp | 519.81%-534.1pp |
| Employer contribution / active EE | $581 | $6,035-90.4% | $5,298-89.0% | $4,779-87.8% |
| Participant deferral / active EE | $3,280 | $5,806-43.5% | $5,081-35.4% | $5,609-41.5% |
| Admin fee / account holder | $1,086 | $16,145-93.3% | $13,411-91.9% | $10,828-90.0% |