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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 | $81,897 | $138,078-40.7% | $125,363-34.7% | $134,509-39.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.64% | 750.49%-773.1pp | 572.15%-594.8pp | 418.13%-440.8pp |
| Employer contribution / active EE | $316 | $5,245-94.0% | $4,815-93.4% | $4,741-93.3% |
| Participant deferral / active EE | $3,952 | $7,800-49.3% | $7,447-46.9% | $6,400-38.3% |
| Admin fee / account holder | $2,512 | $11,566-78.3% | $10,005-74.9% | $11,427-78.0% |