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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 | $47,406 | $150,447-68.5% | $136,298-65.2% | $147,586-67.9% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | -14.06% | 1049.15%-1063.2pp | 5156.27%-5170.3pp | 578.59%-592.7pp |
| Employer contribution / active EE | $536 | $5,256-89.8% | $4,696-88.6% | $4,876-89.0% |
| Participant deferral / active EE | $2,164 | $6,631-67.4% | $6,247-65.4% | $5,439-60.2% |
| Admin fee / account holder | $1,697 | $10,906-84.4% | $9,244-81.6% | $10,886-84.4% |