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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 | $72,905 | $169,361-57.0% | $129,397-43.7% | $145,877-50.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | -21.29% | 14395.54%-14416.8pp | 9453.98%-9475.3pp | 551.28%-572.6pp |
| Employer contribution / active EE | $153 | $5,542-97.2% | $4,154-96.3% | $4,663-96.7% |
| Participant deferral / active EE | $357 | $4,987-92.8% | $4,167-91.4% | $6,691-94.7% |
| Admin fee / account holder | $2,556 | $9,903-74.2% | $7,679-66.7% | $13,402-80.9% |