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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 | $54,878 | $180,462-69.6% | $154,111-64.4% | $135,379-59.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -21.68% | 888.17%-909.9pp | 735.18%-756.9pp | 519.79%-541.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,472 | $5,806+28.7% | $5,081+47.1% | $5,609+33.2% |
| Admin fee / account holder | $6,349 | $16,145-60.7% | $13,411-52.7% | $10,828-41.4% |