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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 | $102,329 | $138,114-25.9% | $125,391-18.4% | $134,545-23.9% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -22.52% | 750.88%-773.4pp | 572.41%-594.9pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,131 | $7,801-34.2% | $7,448-31.1% | $6,401-19.8% |
| Admin fee / account holder | $1,314 | $11,570-88.6% | $10,009-86.9% | $11,431-88.5% |