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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 | $31,499 | $180,459-82.5% | $154,108-79.6% | $135,380-76.7% |
| Participation rate | 38.5% | 87.4%-49.0pp | 83.0%-44.6pp | 82.6%-44.2pp |
| Annual return | -9.16% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $981 | $6,035-83.7% | $5,298-81.5% | $4,779-79.5% |
| Participant deferral / active EE | $3,659 | $5,806-37.0% | $5,081-28.0% | $5,609-34.8% |
| Admin fee / account holder | $2,993 | $16,145-81.5% | $13,411-77.7% | $10,828-72.4% |