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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 | $18,419 | $138,114-86.7% | $125,391-85.3% | $134,545-86.3% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -25.06% | 750.88%-775.9pp | 572.41%-597.5pp | 418.37%-443.4pp |
| Employer contribution / active EE | $888 | $5,246-83.1% | $4,816-81.6% | $4,742-81.3% |
| Participant deferral / active EE | $2,546 | $7,801-67.4% | $7,448-65.8% | $6,401-60.2% |
| Admin fee / account holder | $513 | $11,570-95.6% | $10,009-94.9% | $11,431-95.5% |