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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 | $92,082 | $180,459-49.0% | $154,108-40.2% | $135,380-32.0% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -9.20% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $706 | $6,035-88.3% | $5,298-86.7% | $4,779-85.2% |
| Participant deferral / active EE | $4,787 | $5,806-17.6% | $5,081-5.8% | $5,609-14.7% |
| Admin fee / account holder | $937 | $16,145-94.2% | $13,411-93.0% | $10,828-91.3% |