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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 | $84,804 | $180,466-53.0% | $154,114-45.0% | $135,382-37.4% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | -9.69% | 888.15%-897.8pp | 735.16%-744.9pp | 519.77%-529.5pp |
| Employer contribution / active EE | $878 | $6,035-85.4% | $5,298-83.4% | $4,779-81.6% |
| Participant deferral / active EE | $4,584 | $5,806-21.0% | $5,081-9.8% | $5,609-18.3% |
| Admin fee / account holder | $607 | $16,144-96.2% | $13,411-95.5% | $10,829-94.4% |