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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 | $53,858 | $138,078-61.0% | $125,363-57.0% | $134,509-60.0% |
| Participation rate | 53.8% | 84.5%-30.6pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -25.43% | 750.49%-775.9pp | 572.15%-597.6pp | 418.13%-443.6pp |
| Employer contribution / active EE | $700 | $5,245-86.7% | $4,815-85.5% | $4,741-85.2% |
| Participant deferral / active EE | $4,221 | $7,800-45.9% | $7,447-43.3% | $6,400-34.0% |
| Admin fee / account holder | $2,049 | $11,566-82.3% | $10,005-79.5% | $11,427-82.1% |