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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 | $38,502 | $180,459-78.7% | $154,108-75.0% | $135,380-71.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -11.42% | 888.21%-899.6pp | 735.21%-746.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $691 | $6,035-88.5% | $5,298-87.0% | $4,779-85.5% |
| Participant deferral / active EE | $4,842 | $5,806-16.6% | $5,081-4.7% | $5,609-13.7% |
| Admin fee / account holder | $667 | $16,145-95.9% | $13,411-95.0% | $10,828-93.8% |