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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 | $63,769 | $160,059-60.2% | $140,019-54.5% | $135,379-52.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -10.12% | 911.44%-921.6pp | 651.15%-661.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,226 | $7,641+33.8% | $6,927+47.6% | $5,609+82.3% |
| Admin fee / account holder | $7,046 | $13,328-47.1% | $10,705-34.2% | $10,828-34.9% |