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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 | $76,288 | $180,459-57.7% | $154,108-50.5% | $135,380-43.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.52% | 888.21%-897.7pp | 735.21%-744.7pp | 519.81%-529.3pp |
| Employer contribution / active EE | $915 | $6,035-84.8% | $5,298-82.7% | $4,779-80.9% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $1,436 | $16,145-91.1% | $13,411-89.3% | $10,828-86.7% |