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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 | $31,330 | $160,059-80.4% | $140,019-77.6% | $135,379-76.9% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.5%-43.1pp | 82.6%-38.2pp |
| Annual return | -11.01% | 911.44%-922.5pp | 651.15%-662.2pp | 519.79%-530.8pp |
| Employer contribution / active EE | $238 | $6,420-96.3% | $5,605-95.8% | $4,779-95.0% |
| Participant deferral / active EE | $2,891 | $7,641-62.2% | $6,927-58.3% | $5,609-48.5% |
| Admin fee / account holder | $474 | $13,328-96.4% | $10,705-95.6% | $10,828-95.6% |